A culture of service From a collaborative, family team
Kyle helps create the financial picture for clients, by assembling and interpreting data to create our custom reporting and financial plans. He works closely with Kate, Jeff, and the rest of the team to help ensure our clients have a seamless experience.
He graduated from the Shields School of Business at Saint Francis University with a B.S. in Accounting. Kyle is currently studying to obtain his series 65 certification to work towards becoming an Investment Adviser Representative.
He was born and raised in State College, PA where he currently resides. In his free time he enjoys Olympic style weightlifting, fishing and reading.