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Biography

Kyle is a Partner in the Cincinnati South office. He balances his management duties with helping affluent individuals and executives develop, define, and reach their goals by providing objective, comprehensive financial planning and investment management with our extended team of professionals.

Prior to joining Cerity Partners, Kyle served as the Cincinnati and Indianapolis market leader for ARGI Financial Group. Before his time at ARGI, he served as a Senior Wealth Manager at Fidelity Investments where he was responsible for providing financial planning for high net worth and ultra-high-net-worth families and corporate executives.

Kyle resides in Cincinnati with his wife and 3 daughters.

Learn more about my practice.

Education

  • B.S. in Finance from Northern Kentucky University
  • B.S. in Accounting from Northern Kentucky University

Highlights

  • CERTIFIED FINANCIAL PLANNER®

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Principal & Client Experience Director

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Principal & Client Experience Director

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Here are some valuable insights to read before your meeting

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California’s 2026 Billionaire Tax: What Ultra-High-Net-Worth Families Need to Know—and Strategies You Can Still Use

August 11, 2026 - California has placed a one-time wealth tax before its voters. If you have a net worth approaching or exceeding $1 billion and any connection to…

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Economic and Market Outlooks

Webinar Recording: Q3 2026 Market & Economic Outlook

July 24, 2026 - Join our Investment Office as they review key market trends from the second quarter and share their outlook for the remainder of the year. This…

Learn about our Privacy Policy

By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.