Kyle, a 31-year-old financial advisor, was born and raised in Arizona and is a graduate of Fort Lewis College. With a strong analytical mindset and a clear vision for the future, he specializes in setting strategic financial goals and guiding clients toward long-term success. His disciplined approach to wealth management, combined with his ability to simplify complex financial concepts, has earned him a reputation as a trusted advisor in the industry. Beyond his professional endeavors, Kyle values time with his wife, Linda, and their child, prioritizing family in all aspects of life. An avid adventurer, he embraces exploration and new experiences, believing that a well-rounded life enriches both personal and professional growth.

Everyone who registers will receive a recording of the discussion but it’s so much better to attend live so you can ask questions.