Licensed Agent - Monroe County & WNY
Phone: (585) 500-6025
Fax: (585) 502-5004
Kyle is an Independent Financial Advisor who has recently joined our team. He has a passion for helping families change their family trees and leave a lasting legacy. Like many couples, Kyle and his wife had questions about money early in their marriage, therefore they decided to take action and enrolled in some classes to gain better knowledge and control of their finances. Through the next decade, they implemented and grew their financial plan for their family. A few years back as Kyle began to consider other career paths, he was encouraged to explore a future in the financial industry. His passion for financial planning and helping others drove him into the career he loves today. Kyle holds series 6, 7, 26, 63, 65 securities licenses with a Health and Life Insurance license. Noticing that his clients had a need for help with understanding their Medicare plans and benefits, Kyle decided to get licensed and learn how he can learn and teach his clients to better help them plan for their retirement and benefits.
Kyle and his wife Melissa live in Pittsford, NY with their two boys. Kyle enjoys distance running and will lace up the shoes any chance he gets. He especially loves running with his sons and trail hikes with the family.