Since 1984 Kyle has specialized in helping solve wealth management issues for busy professionals. He and long time friend Mike Dales co-founded Focus Financial in 1993 where Kyle continues to be a financial advisor, Executive Officer, and board member. Kyle also is Chief Project Manager, overseeing firm-wide initiatives in everything from technology to marketing and communications. Kyle is a member of the Financial Planning Association (FPA) and has been a CERTIFIED FINANCIAL PLANNER™ since 1988. He graduated from the University of Minnesota in 1984 with a B.S. degree in Economics and a minor in Political Science.
* Four-Year Winner :: 2008, 2009, 2010 and 2011 Kyle was named the FIVE STAR Wealth ManagerSM by Twin Cities Business and MplsSt. Paul Magazine.
Services
My team focuses on helping busy professionals navigate complicated financial issues. We save you the time required to “cover all the bases”.
Services included but not limited to:
Working closely with you to develop a realistic plan that helps achieve your vision of the future.
Utilizing a disciplined investment methodology striving to achieve investment results within the risk levels at which you are comfortable.
Working closely with other professionals to make sure tax management, estate planning, and risk management strategies are considered.
Help increase benefits through your employer such as group insurance, stock option plans, retirement plans, restricted stock,and stock purchase plans.
Making sure you are insured appropriately to cover any unforeseen circumstances that may come up.
*Presented to 7% of wealth managers with five years of experience in the financial services industry located within a market area. Each wealth manager was reviewed for regulatory actions, civil judicial actions and customer complaints. www.fivestarprofessional.com/fiveStarAssets/pdfs/GenericResearchWM.pdf. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.
Securities offered through Royal Alliance Associated, Inc., Member FINRA/SIPC.
Advisory services offered through Focus Financial Network, Inc., a registered
investment advisor.
