Kyle is a Senior Advisory Services Associate in Tulsa, Oklahoma, focusing on process management and providing exceptional customer service.
Prior to joining SageView, Kyle began his career with a local wealth management firm in 2017 as a Financial Planning Assistant. Through multiple acquisitions, Kyle has excelled in back office operations and process management, while continuing to support advisors and clients on a daily basis.
Kyle received his B.S. in Business Administration, majoring in Finance, from Oklahoma State University. Kyle is a Financial Paraplanner Qualified Professional™ (FPQP®) designee and holds his Series 65 license.
In between spending time with his wife and 2 kids, Kyle keeps his hands full with DIY projects, fishing with his dad and golfing when he finds the time.