Kyle brings a thoughtful, institutionally informed approach to financial planning—grounded in experience across some of the most respected names in investing. He began his career at Vanguard in 2015, where he developed a strong foundation in retail investing. He later spent four years at Charles Schwab supporting RIAs as an Advisor Operations Coordinator in Southern California, gaining a behind-the-scenes view of both the brokerage and independent advisory worlds. That experience exposed him to the wide differences in access, sophistication, and execution across firms—and clarified what truly sets great advisors apart.

Kyle’s perspective was further shaped by his time working with a family office, where he gained firsthand exposure to how ultra-high-net-worth families approach investing, governance, and long-term planning. Shortly after moving to Colorado, he joined EdgeRock—drawn to the firm’s ability to deliver institutional-quality strategies in a truly client-centered, independent environment.

Kyle approaches his role with curiosity and intention. He enjoys getting to know clients holistically, studying the full financial picture, and then engineering thoughtful solutions that simplify complexity and create clarity. His goal is to help families navigate important decisions with confidence—knowing not just what they’re doing, but why it matters.

Raised in Scottsdale in a hardworking, family-focused household, Kyle was taught early that integrity comes first—and that effort and outcomes are inseparable. Those values continue to guide how he shows up for clients and colleagues alike. Family remains central to his life, and time at home is often filled with the joyful chaos of a growing group of nephews (with another on the way).

Outside of work, Kyle is almost always outdoors. He’s a dedicated snowboarder in the winter, a climber and hiker in the warmer months, and is constantly training for challenges that push him physically and mentally. Living in Colorado gives him the balance he values most—the contrast between focused, fast-paced work and the grounding perspective of the mountains. He’s always looking for the next trail to explore or 14er to add to the list.