Kyle joined Legacy Financial Services in 2022 and has more than 9 years of experience in the financial services industry as an advisor in the banking and credit union space. He is focused on investment research, portfolio management and construction, as well as customized financial planning. Kyle has an incredible skillset and listens well to help build and execute financial plans that will help our clients pursue their goals and plan for their legacies. Kyle holds his FINRA Series 7 and 66 securities registrations as a Registered Representative and Investment Advisor Representative of Commonwealth Financial Network®. He is also licensed for life insurance in Vermont.
Kyle is a native Vermonter who earned his bachelor’s degree from the University of South Carolina. He now lives in South Burlington, Vermont with his wife, Jennifer, and son, Liam. As an active member of our local community Kyle currently serves on the Board of Directors for Special Olympics Vermont and was formerly on the Board of Directors for the South Burlington Rotary Club, including sitting as past President. Outside of the office Kyle also enjoys golfing, skiing, hiking, being on the water, and spending time with his family.