Client Advisory

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.

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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By clicking “Submit”, 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.