Kyle began his investment industry career in 2011 and joined Stifel in 2025. Prior to working on the wealth management side of the industry, Kyle specialized in various areas of finance for Fortune 500 companies. His areas of concentration include retirement income strategies, 401(k) plans and company stock plans, alternative investments, and tax and estate planning strategies for high-net-worth families. Kyle helps his clients manage their investment portfolios, support charitable causes, and endeavor to live their best financial lives.
Kyle earned a Bachelor of Science in Business Administration from the University of Texas at Dallas and holds Series 7, 63, and 65 securities licenses. He earned the CERTIFIED FINANCIAL PLANNER
® certification from the Certified Financial Planner Board of Standards Inc., which identifies those individuals who have met the experience requirements of the CFP Board, have successfully completed financial planning coursework, and have passed the CFP
® Certification Examination.
Outside the office, Kyle enjoys playing tennis, traveling, and reading. He loves spending time with his loving wife, Britt, and two children, Pierce and Sloane.
Stifel does not provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.
