Kyle is an Associate Financial Advisor at Capital Insight Partners. Originally from Southern California, Kyle developed a diverse background as an Infantry Platoon Sergeant in the United States Marine Corps. He also attended the W.P. Carey School of Business, attaining his Bachelor’s in Business Financial Planning.
Throughout his time in the Marine Corps, Kyle completed two tours overseas. He earned the distinguished honor of the Navy Achievement Medal for exemplary performance of duty. He was also awarded a Meritorious Promotion to Sergeant from Major General Furness, the Commanding General of Camp Lejeune. Kyle is grateful for the discipline and skills the Marine Corps instilled in him.
In his role as an Associate Financial Advisor, Kyle puts his Business Financial Planning Degree to work by providing support for the comprehensive financial planning needed for clients. He assists in gathering and analyzing data, managing meeting materials, and assisting clients with investment management and retirement planning. He is currently a candidate for the Certified Financial Planner™ designation and looking to sit for the exam later this year.
In his free time, Kyle enjoys spending time with his Fiancé and their Pup, embracing the diverse culture and unique experiences they find throughout the Valley.