With over 10 years of experience as a financial advisor, Kyle has dedicated his time serving local families, business, and non-profits, helping them address their financial goals. He works closely with each individual as well as their outside strategic professionals such as accountants and attorneys, to build a lasting, beneficial relationship. 

 

Kyle has built a reputation for providing trustworthy, well-researched advice to his clients. He uses a detailed planning model, that allows him to create a highly customized wealth and retirement plan to help with each investor’s needs. Kyle believes in a proactive approach to wealth management striving to minimize risks and provide greater opportunities over the long term. 

 

Born and raised in Oregon, Kyle graduated from The University of Oregon with a Bachelor’s of Science degree in finance and a minor in economics. He currently resides in Beaverton with his wife Bailey, and their dog Boomer. You can often find Kyle cheering for all U of O athletic programs and he enjoys all the outdoor activities and dining options that Portland and the entire state have to offer.

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