Personal
Kyle is married to the love of his life, Brianna, and they live in the Ixonia, WI area. In his free time, you will find him playing pickle ball, fishing, watching Jeopardy, and cheering on Wisconsin sports teams. Kyle is also very passionate about working in his community through his church and the church youth group, of which he and Brianna are on the leadership team.
Professional
Kyle is a graduate of the University of Wisconsin-Whitewater with a BBA in Finance, and he thoroughly enjoys serving and impacting the greater Milwaukee area and beyond. Our primary goal is to positively impact every single person that we interact with. However, our planning has proven to be most impactful to medical professionals and those that are about to embark on retirement. Our staff is well versed in those arenas with countless hours spent guiding those clients to ultimate financial success.
Lending a Hand in My Community
Kyle is dedicated to being a positive impact on his community. An avid Wisconsinite and long time resident of southeastern Wisconsin, he cheerfully seeks out ways to give back. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Here are my areas of expertise
Advisory Services
Retirement Planning & Income Strategies
Tax-Efficient Strategies
Life Insurance Strategies
Charitable Planning
Disability Planning for Physicians & Dentists
Multigenerational Planning
Financial Planning