Team Member Details

About Me

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.

Awards & Recognitions

  • 2021 Five Star Wealth Manager Award Winner
  • 2023 Five Star Wealth Manager Award St. Louis

Community Involvement

  • Member, Financial Planning Association, 12/2005–present
  • Treasurer, Board Member, Mid-South Therapy Dogs, Inc., 1/2006–present
  • Member, AKC’s CGC, Delta Society 6/2008–present
  • Member, Nurses for Newborns Executive Board 3/2012 – present

Education

  • University of Memphis, B.A., Finance 2003
  • University of Memphis, M.B.A., Finance, Fogelman College of Business & Economics, 2005

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