Designations and Licenses

Kyle is a CERTIFIED FINANCIAL PLANNER® professional and an enrolled agent with the IRS.

Experience and Education

Kyle works with clients to provide personalized wealth management solutions to help them reach their goals. He helps clients with financial planning, tax planning, investing, reporting and a variety of projects.

Prior to joining Mariner, Kyle was a wealth advisor at Capstone Financial Advisors. In this role, he guided clients in their financial journey by providing analysis and recommendations on asset allocation and investments, tax planning, retirement and cash flow planning, estate planning and charitable giving.

Kyle has a bachelor’s degree in agricultural and consumer economics with a concentration in financial planning from the University of Illinois Urbana-Champaign. He also has a Master of Science in personal financial planning from Texas Tech University.

Personal Interests

Away from the office, Kyle enjoys spending time with his wife and two sons. He is an avid auto enthusiast, a lifelong Chicago White Sox fan and loves cheering on his alma mater’s sports programs.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.