Designations and Licenses

Kyle is a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Life Underwriter. He holds his life, health and annuity insurance licenses in California.

Experience and Education

Kyle has more than 25 years of financial services experience and provides comprehensive wealth management solutions for business owners, executives and families. He also serves on the Mariner’s leadership council, collaborating to provide strategic direction to the firm.

Prior to joining Mariner, Kyle ran a financial planning practice inside of CBIZ CPA’s Southern California offices. Prior to that, he was with NSBN, a CPA firm in Beverly Hills. Kyle also has experience working with the private client groups of the major national investment firms as a specialist.

Kyle has a Bachelor of Arts degree in economics, California State University at Long Beach. He is also a member of the Financial Planning Association.

Personal Interests

Kyle was born and raised in Dublin, Ireland but now resides in San Diego with his wife and two sons. He was a collegiate All-American in rugby and represented the USA on the National Rugby team. Kyle enjoys traveling and is a volunteer at Build A Miracle.