Kyle entered the financial services industry in 1992. In 2006, Terry Regan, his longtime friend and college roommate, joined his practice and in 2013, they moved from Northwestern Mutual to Morgan Stanley. Kyle passed the Series 7, 65 and 63 licenses and focuses on advising equity-compensated individuals and closely held business owners on asset management, retirement planning, risk management and legacy planning. He manages funds for individuals and corporations across the United States.

As a CERTIFIED FINANCIAL PLANNER™, Kyle takes a holistic and customized approach to unite the various aspects of a client’s ever-changing life. Whether it’s marriage, children, career changes, retirement, selling a business, or receiving an inheritance, Kyle’s goal is to have meaningful conversations, evaluations and planning to help clients define their legacy and achieve their dreams. Kyle is a cum laude graduate of Xavier University with a degree in economics. Apart from being the recipient of the Martin G. Dumler Philosophy Award, he was also a Division I swimmer. Kyle is still active in sports today and is involved with charitable organizations such as The Cure Starts Now and the Friendly Sons of St. Patrick. His interests include golf, travel and supporting the Xavier Musketeers. Originally from Erie, Pennsylvania, Kyle now lives in Hyde Park with his wife Elizabeth and they are proud parents of seven children. They are also members of the Cincinnati Country Club.