Experience and Education
Kyle works with individuals in or near retirement, as well as tenured professionals and entrepreneurs to create strategic, long-term financial plans. He helps clients identify core values and define future goals.
The financial strategy he creates is flexible enough to change along with clients as they work to reach their objectives. Kyle also conducts regular reviews with clients to help ensure their wealth plan remains on course to meet their future goals.
Prior to joining Mariner Wealth Advisors, Kyle was a wealth management consultant at Vaughn Wealth. Before that, he worked as a director at Provident Financial Consulting, LLC and as a director of the planning group at Capital Strategies Planning Group, LLC.
Kyle holds a bachelor’s degree in finance from the University of Florida. He also attended the College for Financial Planning.
A third-generation Floridian, Kyle lives in Orlando with his wife, Susie, and their two children, Austin and Addison. When not spending time with his family or clients, he golfs and serves various ministries at the First Presbyterian Church of Orlando.