Professional
Knowing firsthand the importance of proper planning needed when building, managing, and transitioning generational wealth, Kyle designs personalized solutions to accomplish one's financial objectives. A key focus to accomplish this is creating tax efficiencies in the building phase, and optimizing the outcomes for both the distribution phase in retirement & estate planning.
Impact being an important value, Kyle currently serves as Chairman of SEARCH -Houston's Local Leadership Board, where they help adults take their next step towards knowing God. Kyle and his wife, Audrey, are native Houstonians who love their city and are active members of Christ Community Church. They are also the proud parents of two sons, Levi and Noah. Kyle enjoys spending time outdoors. Whether it's hiking, hunting, fishing, or golf, Kyle desires to do it with others, enriching both old and new relationships.
Education
Texas Tech University, Management (Bachelor of Business Administration)
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. 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.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
