Designations and Licenses

Kyle is a CERTIFIED FINANCIAL PLANNER® professional.

Experience and Education

Kyle provides clients with personalized wealth solutions, including investment portfolio management, retirement income planning and estate planning, to help them reach their goals.

Prior to joining Mariner, Kyle was a data entry specialist at Allegiant Private Advisors.

Kyle has bachelor’s degrees in finance and financial planning from the University of North Florida.

Personal Interests

Away from the office, Kyle enjoys reading, aviation, water activities, cheering on the Arsenal F.C. premier English soccer team and is a lifelong learner and advocate for children with special needs.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.