Kyle is a financial advisor at RBC Wealth Management’s North Shore office in Buffalo Grove, Illinois. He and his team provide financial advice and goal planning to high-net-worth individuals, families and small businesses, effectively helping ensure clients make smart financial decisions throughout their lives. Kyle brings his passion for wealth management to life when planning for and guiding clients through major life events, such as retirement and sending their children through college. He believes in coupling cutting-edge planning technology with time-tested investment strategies to develop customized, long-term wealth plans that focus on each family’s unique financial goals.
Kyle joined RBC in February 2015 after graduating cum laude from DePaul University, where he majored in finance while interning at a wealth management firm and also garnering nearly five years of hospitality management experience. At RBC, he quickly began working to improve team efficiency and client experience by streamlining existing practices and integrating new technologies. For nearly four years, Kyle worked to support experienced senior financial advisors at RBC, gaining important functional expertise, while preparing for his planned transition to financial advisor. Through this experience, he acquired essential knowledge of both the art and science of providing excellent client service and managing investment portfolios.
Kyle moved swiftly and successfully into his role as a financial advisor in 2018, partnering closely with several senior financial advisors at RBC to provide expert care, investment advice, and financial goal planning for clients. Kyle particularly enjoys matching his strong analytical skills with his keen attention to the caring personal side of advising. He deeply values the trust, integrity and accountability developed and maintained through client relationships. He believes every family deserves a team dedicated to getting to know them and their specific needs long before any investment recommendations are made.
Outside of work, Kyle enjoys spending time with friends and family. He especially values time with his five nieces and nephews. As an avid fish aquarium enthusiast keeping several tanks at home, you are likely to find him enjoying his tanks while listening to an audio book. He loves being outdoors hiking and cycling through local forest preserves when the Midwest weather permits. He has passed the Series 7 and 66 securities exams.
