Education and Experience:
Kyle credits his passion for finances to his family’s small business. It inspired him to see the connection between long-term success and how people used money to meet their goals. After attending Buena Vista University, he continued to build his skills in financial planning so he could educate clients and provide confidence to pursue their dreams.
Although he has been involved in the industry for a while, he never tires of learning through reading, taking new courses and building his educational background.
- Life & health insurance licenses
- Series 7 & 66 held through LPL Financial
- CERTIFIED FINANCIAL PLANNER™
- Accredited Portfolio Manager Advisor
When he’s not serving his clients and traveling the world with his wife, Kyle is active in the Gladbrook-Reinbeck School district, teaching and laying a firm foundation of financial education for the youth of his community.