Designations and Licenses

Kyle is a CERTIFIED FINANCIAL PLANNER™ professional.

Experience and Education

Kyle builds and maintains client relationships by working as part of a wealth team that provides comprehensive wealth management plans to clients. He also serves as a daily contact for clients, assists with the team’s administrative needs and provides support on a variety of projects.

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.