"I’m passionate about helping simplify, educate and empower our community members so they can have financial confidence."

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 use 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. 

Credentials:

  • Life & health insurance licenses
  • Series 7 & 66 held through LPL Financial
  • CERTIFIED FINANCIAL PLANNER™
  • Accredited Portfolio Manager Advisor

Personal Life:

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. 

Get in touch!

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Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Lincoln Savings Bank and LSB Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using LSB Wealth Management, and may also be employees of Lincoln Savings Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Lincoln Savings Bank or LSB Wealth Management. Securities and insurance offered through LPL or its affiliates are:
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