Kyle is a graduate of Arcadia University where he earned his BA in Business Administration with a Minor in Economics and an Emphasis in Marketing. Kyle is a registered representative with LPL Financial and holds a Series 7 and Series 66 securities registration and holds licenses to provide life insurance, disability insurance, long term care insurance, and annuities to his client base.
Kyle brings a wealth of knowledge & experience to the table for his clients. He was hired in 2005 by Ameriprise Financial where he developed his financial planning expertise, obtained significant investment management knowledge, and established a personal relationship with his clients. While at Ameriprise, Kyle built his practice and skills while serving in a managerial role developing and helping support new financial advisors. In addition, he obtained his Chartered Retirement Planning Counselor in 2007 and the Chartered Financial Consultant, Registered Financial Consultant, and CERTIFIED FINANCIAL PLANNER Practitioner™ designations in 2011. Later that year, Kyle required more choice of products and services for his clients and decided to partner with LPL.
Other accomplishments and interests include:
Captain and member of Arcadia University Baseball Team 2001-2005
Married to his wife Crystal in 2011
Traveling & Fine Dining
Golfing and A Huge Philadelphia Sports Fan