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 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
Spending quality time with his wife Crystal and his daughter Bella
Traveling & Dining out
Golf & Philadelphia Sports