Kyle focuses on providing flexible financial strategies to businesses and individuals. He enjoys opportunities to work with clients who are enthusiastic and truly excited to venture down the path towards their financial goals. His practice is focused on estate and wealth preservation, asset management, life and long term care preparation, as well as income protection strategies.
Kyle received his Bachelor of Science degree in finance from Wayne State College. His designations include the CERTIFIED FINANCIAL PLANNERTM (CFP®) Certificate. He also holds a Life, Accident, and Health Insurance Agent license, as well as FINRA Series 7 and 66 registrations. Kyle's enthusiasm for his career is apparent and he has been awarded for his tremendous work in the industry. Kyle was a member of the MDRT* in 2013, MDRT* membership is recognized internationally in the life insurance and financial services business. Kyle has also received Renaissance Financial's Never Give Up Award** for his commitment to his clients, business and the company. In a further display of Kyle's dedication to Renaissance Financial, he became a Shareholder in 2021.
Kyle resides in Lincoln, with his wife Kelly and their four children, Jaxon, Madelyn, Kayleigh and Gabrielle. He enjoys spending his free time playing golf and attending his children's activities. Kyle also serves as a board member for Big Brothers Big Sisters-Lincoln, an organization that carefully matches children with caring adult mentors.
*Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation.
**Awards and club membership are granted annually based primarily on commissions, premiums, or fees generated from investment and insurance products of the previous year, and other criteria relative to leadership, achievement, and recruiting. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation.
Registered Representative and Investment Advisor Representative, Securian Financial Services, Inc.