Kyle graduated from Concord University in West Virginia and received his Masters from Wake Forest University in Winston Salem, North Carolina. With a strong educational background, he has built a successful career in the financial industry, starting at BB&T Scott & Stringfellow. During his time there, he played a crucial role in managing over $1.5 billion in client assets, all the while working alongside clients to plan for their futures.
Driven by a commitment to always put clients first and do what is best for them, he ventured to establish his own Registered Investment Advisor (RIA) firm in 2021, based in West Virginia. This move allowed him to create a platform where conflicts of interest are minimized, and his clients' best interests are always at the forefront of every decision. Kyle joined Kleinfelder Capital in 2023 after meeting Mike Kleinfelder and seeing that they share the same vision and values for serving their clients.
As a wealth advisor, he firmly believes that trust and integrity are the foundations of successful client relationships. As a fiduciary, he develops, communicates, and executes cohesive strategies that empower you to preserve and grow your wealth while ensuring a predictable stream of income for retirement. He remains dedicated to delivering personalized financial solutions that align with your unique needs and aspirations. Kyle lives in Loveland, Ohio with his wife, Courtney, and their daughter, Olivia.