My name is Kyle Lottman, I help individuals and small business owners create crystal clear financial plans that allow them to enjoy their finances today, knowing they have a prudent plan in place for a future they love.
I led a successful analyst career spanning nearly a decade in both equity and fixed income markets. During this time, I obtained the Chartered Financial Analyst® designation; regarded as one of the highest distinctions in the investment management profession. I joined Focus Financial to employ my experience for the benefit of my clients and form relationships that last decades. Financial plans tailored for each individual that encompass prudent risk management, efficient tax planning and independent market analysis are the key to success. Each person I work with has their own unique goals and circumstances and it is my duty as a fiduciary to help you achieve those with your best interests in mind.
Outside of the office I enjoy archery hunting, fishing and road biking near my hometown of Vail Colorado.
EXPERIENCE & EDUCATION
Co-Chair of the Chartered Market Technician (CMT®) Association
Colorado State University
- Master of Accountancy
- Bachelor of Science, Finance & Organization and Innovation Management
Minneapolis MN 55426