As a managing partner, Kyle oversees the firm’s West Coast offices. He specializes in providing comprehensive wealth management solutions for business owners, executives and successful families. Kyle also serves on the Mariner Wealth Advisors’ leadership council, collaborating with internal leaders in providing strategic direction to the firm.
Kyle has more than 25 years of financial services experience. Prior to joining Mariner Wealth Advisors, he worked at various CPA firms where he developed a wide range of custom-wealth solutions for clients that included financial planning, retirement planning, tax planning and estate planning.
Kyle has a bachelor’s degree in economics from California State University at Long Beach. He is a CERTIFIED FINANCIAL PLANNER™ professional and maintains his life, health and annuity insurance licenses. Kyle is also a member of the Financial Planning Association.
Kyle is active in many organizations in his community. He is part of Team 100, which provides food for underprivileged students and their families. He also participates/volunteers with buildamiracle.net and burritoboyz.ca.