Kyle is passionate about continuing the relationships, business and legacy that his dad, Greg, left behind. He enjoys crafting personalized financial plans and investment strategies that fit each client’s unique set of dreams, goals and values.
Prior to joining our team of advisors, Kyle was a member of the professional staff at the #1 ranked golf club in Oregon (Eugene Country Club). Over his 12 years there, he was involved in building and maintaining relationships with the members of the club as he served in many different managerial roles. Additionally, during the past 10 years, Kyle has helped to manage his wife, Sonja’s, Professional Volleyball career. He has handled Sonja’s business obligations with teams, sponsors and agents.
Kyle earned his degree in Business Administration from the University of Oregon, Lundquist School of Business. He focused in the areas of Finance and Marketing as well as earning his Minor in Economics. Kyle is a LPL Registered Representative and LPL Investment Advisor Representative (for fee planning) of LPL Financial, holding Series 7 and Series 66 registrations.
Kyle lives in his native Fort Collins with his wife Sonja, enjoying sports of all kinds, golf, fishing and travel.