Having almost a decade of experience in the financial services industry, Kyle ensures his clients are comfortable and feel aligned to the strategies he offers to build wealth and preserve assets. He is committed to providing financial knowledge that supports you whether you’re just starting out, juggling the demands of mid-life, or transitioning to retirement.
As an alumnus of Arkansas State University (ASU), Kyle graduated Cum Laude from the College of Business, earning a B.A. in Accounting and became a member of the Golden Key Honor and Business Honor Society as well as the Beta Gamma Sigma Fraternity. He has earned a Series 7 and 66 security registrations and insurance license from the state of Arkansas. As a lifelong learner, Kyle believes professional development never actually ends as he stays abreast of new trends, technologies and shifting paradigms to develop skills, knowledge and uncover resources to best support his clients.
Gaining mentorship from Matt Boyles, Kyle has turned a family relationship into a business partnership. Together, they take a holistic financial planning approach to provide proactive client support and services. As an investment specialist, Paraplanner, and Financial Advisor, Kyle creates and updates financial plans, conducts trades, processes transactions, performs portfolio analysis and rebalancing, makes investment recommendations, and conducts client reviews to meet fiduciary standards and adhere to compliance regulations. He manages the backend workflow, processes paperwork, opens new accounts and onboards new clients to create a positive experience and client satisfaction.
Kyle is a well-rounded individual who is grounded in his faith, giving back to others through ethical behavior and loyal to the community in which he lives. As a member of the local Chamber of Commerce, he has established himself as a valuable financial resource to locals, building extensive relationships, and providing financial education and insight to help others make smart money decisions.
As a former HS football player, Kyle stays physically fit as a distance runner in track and field, competing in 5Ks and playing frisbee and disc golf. He is committed to personal fitness, staying healthy to manage stress and support his emotional well-being. During his free time, you will find Kyle spending time with his family and friends, grilling his famous meals or watching movies. Kyle is a hopeless animal lover, and never afraid to show just how much he loves his companion animals. Having two cats, three dogs and several farm animals including chickens, ducks, cows, pig, and birds -- all who inspire his family life.
He and his wife, Hope, reside in Lonoke, AR with their daughter.