MBA, CFA, CFP®, AIF®
Senior Wealth Manager
Email: kyle@plancorp.com | Phone: (636) 532-7824 | Connect on Linkedin
Meet With Kyle Take Financial AssessmentMBA, CFA, CFP®, AIF®
Senior Wealth Manager
Email: kyle@plancorp.com
Phone: (636) 532-7824
Connect on Linkedin
Raised in a military family, Kyle had to learn from a young age how to make friends and build relationships on the go. That ability to create rapport makes him an exceptional Wealth Manager—and it’s why he was the perfect person to open Plancorp’s doors in Nashville in 2018.
After attending business school at the University of Memphis, he spent the early part of his career in Tennessee working as a financial planner before relocating to St. Louis in 2009 to join Plancorp. In 2018, he returned to his home state to open Plancorp’s Nashville branch, and was thrilled to bring our firm’s independent, objective approach to a market he felt could really benefit from it.
As a board member of both Nurses for Newborns and Mid South Therapy dogs, Kyle devotes much of his free time to supporting both organizations’ missions. He also enjoys anything outdoors and spending time with his wife and young daughters.
2021 Five Star Wealth Manager Award Winner
Plancorp is a financial services firm founded in 1983 with a strong belief in independence, objectivity, and allegiance to our clients.
As a fiduciary partner, we’re here to serve you; not the other way around.
Our deep knowledge of complex financial strategies helps create a Living Financial Roadmap that evolves with you.
In addition to your advisory team, we’ll consult with other valuable financial specialists (i.e. accountants, lawyers) to make the best recommendations.
We get to know you personally so we can engage the right team, technology, and tactics.
St. Louis, MO | Nashville, TN | Sarasota, FL | San Francisco, CA
Direct: 636-532-7824 | Toll Free: 888-220-1163