Kyle grew up in San Jose, California but also resided in Portland, OR, Pittsburgh, PA, Canada, and Boston, MA. In 2015, he obtained a degree in Finance while concurrently playing Division 1 hockey for Merrimack College, Boston – the Athens of America.
Kyle spent the first 26 years of his life dedicated to the sport he loves and pursuing the dream of becoming a professional hockey player in the NHL. That goal came with countless hours of practice, traveling, sacrifice, injuries, and most of all, dedication.
He switched careers in 2016 to become a financial professional and over the next few years added Series 24, 66 and 7 FINRA registrations. Just like in hockey, life is full of uncertainties. In hockey, Kyle learned to navigate play to play, game to game, and across his career with dedication, diligence, and determination.
Kyle translated the dedication of his training as a professional hockey player to how he coaches his clients through their financial goals and the many uncertainties in life. His objective is to be a member of their financial team to help them with their financial well-being through education of financial strategies and services, in a holistic, team-based approach.
Kyle lives in San Francisco with his wife Kelly, and enjoys traveling, playing golf, watching sports, and having a good time with friends and family. Kyle holds Series 24, 66 and 7 FINRA registrations.
California Insurance License #0M17060