As a CERTIFIED FINANCIAL PLANNER™ professional, Kyle is dedicated to helping his clients build secure financial futures. To do it right takes commitment, planning and the services of a capable financial professional like Kyle. His job is to assist you in mapping out your financial goals and to carry out the strategies to help you work toward your objectives. Kyle has the resources and knowledge to help you develop and implement a sound financial strategy.
Kyle began his career in financial services in 2009 and joined Southwest Wealth Strategies in 2017. He is a member of the Retirement Benefits Group, which provides wealth management services and financial education to help meet the retirement needs of those who serve and build our communities.
He’s built his practice on serving the wealth accumulation, protection and distribution needs of clients who are predominately public service employees (teachers, police, and fire fighters) as well as small business owners, by offering them sound strategies and solutions to their financial concerns.
Born and raised in the Las Vegas area, Kyle grew up an avid baseball player. In 2003, he was drafted by the Atlanta Braves in Major League Baseball’s First Year Player draft. However, he did not sign a professional contract due to the fact his father was in the late stages of his battle with pancreatic cancer and he chose to remain in Las Vegas to be with his family during this difficult time.
At which point, he decided to go beyond his aspirations of playing baseball at the professional level and continued his education at the University of Nevada, Las Vegas where he earned his degree with a Bachelor of Science in Business Administration with an emphasis in Finance. Committed to professional education, he earned and holds the industry’s prestigious CERTIFIED FINANCIAL PLANNER™ professional designation. He currently resides in Henderson, NV with his beautiful wife Brittany and their two adorable children, Eli and Haylee.
Registrations & Licenses: FINRA Series 7, Series 66, and Life and Health Insurance Licenses in multiple states.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
CA Insurance License # 0I70143
Retirement Benefits Group, a specialized division of Equitable Advisors (Equitable Financial Advisors in MI & TN).