As a Wealth Advisor, Kyle acts as the liaison between the Cedar Wealth Partners team and our clients.
Kyle meets with clients, builds relationships, and works toward ensuring that clients have a fantastic client experience. He strives to provide clients with the highest level of service and communication.
Kyle also specializes in Corporate Retirement Plans. We feel that participants of company-sponsored retirement plans are one of the most underserved groups of investors, and it’s our goal at Cedar Wealth Partners to make that change.
Kyle grew up in Peru Indiana and went on to attend college at Cornerstone University in Grand Rapids, Michigan. At Cornerstone University, he majored in Finance and played on the Cornerstone University baseball team. Since graduating college, he has been working in the financial industry for 6 years. He is a licensed Investment Advisor Representative as well as a Life and Health Insurance agent.
Kyle lives in Carmel with his wife, Kortney. He enjoys golfing, traveling, trying out new restaurants, and anything else outdoors in his free time.
