“I love playing a key role in the financial planning process and helping clients achieve their life goals.”
As an Associate Wealth Advisor, Kyle works with the Wealth Management team to help clients with comprehensive financial plans, investment analysis, insurance, and estate planning, business exit planning, and retirement plan administration.
After his summer internship with the Wealth Management team, Kyle received his Bachelor of Science in Finance from Virginia Tech in Blacksburg, VA. While there, he also received the 2022 Rembert, Pendleton & Jackson Outstanding Senior Award in Finance. Having gained experience in Financial Banking during his internship with Blue Ridge Bank, he now holds the Series 65 license. In addition, he holds his Behavioral Financial Advisor (BFA™) designation and carries the VA Life and Health Insurance License.
Kyle lives in Harrisonburg, Virginia with his wife, Anna, and their dog, Nash. In his free time, Kyle enjoys playing golf, watching sports, walking their dog, and spending time with friends and family.