Associate Wealth Advisor
As an Associate Wealth Advisor, Kyle is responsible for analyzing the client’s financial picture, preparing recommendations, and assisting the Wealth Advisors in developing strategies that strive to help clients in reaching their goals. Kyle graduated from University of Vermont with a degree in Finance with a minor in Environmental Science. He is currently studying to attain his CERTIFIED FINANCIAL PLANNER™ Designation.
In his free time, Kyle loves the outdoors, skiing, and cooking. He has extensive leadership experience volunteering at Friendship Circle as a mentor.