From the skies to financial industry, Kyle’s journey reflects his deep passion for helping others achieve their dreams. Initially driven by his love for airplanes, rockets, and space, Kyle dedicated his early career to engineering and project development, earning a Bachelor’s degree in Aerospace Engineering from Embry-Riddle Aeronautical University. Over time, he recognized the critical role that financial and insurance planning played in his own life, inspiring him to shift his focus to finance. This transition was fueled by a desire to empower others to pursue their goals and passions with confidence. Kyle wants to see people soar!
As a dedicated professional, Kyle now leverages his analytical skills and meticulous attention to detail to serve a diverse clientele. Collaborating with partners, he specializes in aligning with the unique needs of individuals, families, entrepreneurs, private foundations/endowments, and privately held corporations. Within our organization, Kyle plays a pivotal role in ensuring that client objectives remain the priority, delivering tailored solutions that foster long-term success.
Kyle’s commitment to his clients is backed by a strong foundation. He holds North Carolina Life, Accident, and Health licenses and is registered with FINRA holding the Series 7 and Series 66. This blend of technical experience from his engineering background and financial acumen makes Kyle a trusted partner for those he serves.