Partner & Analyst
Kyle has a depth of intricate cost analysis and financial planning experience. His passion for financial planning began while he was in college taking a personal financial management class. In fact, his whole professional career has been centered on serving clients and fellow team members. He excels at communicating the total financial picture for individuals, couples and business owners. Outside of work, he loves evening walks with his family.
Kyle was formerly a financial advisor with Horace Mann as well as HarrisMartin Financial in San Antonio, a director with United Services Automobile Association (USAA) in San Antonio and Captain with the United States Air Force in both San Antonio and Dayton, Ohio. In his last position with the Air Force, he managed life cycle budgets and cost estimates for the F-22 aircraft program. Kyle is a Certified Financial Planner™ (CFP®) and holds the following professional licenses – Series 7 and 66 Securities License; Life, Health, and Property & Casualty Insurance License. He has a Masters of Business Administration (MBA) with a concentration in finance from the University of Texas, San Antonio, a Master of Science (MS) with a concentration in cost estimating from the Air Force Institute of Technology, Wright-Patterson Air Force Base, Ohio and is a graduate of the United States Air Force Academy.