Team Member Details

About Me

Kyle has been a part of the Plancorp team since 2009. Now located in Nashville after 10 years in St. Louis, he serves clients both in the middle Tennessee area and throughout the country.  

After completing his MBA in finance at the University of Memphis, he spent the early part of his career working as a financial planner. The uniqueness of Plancorp’s philosophy—one built on objective advice rather than sales goals and incentives—intrigued him to join us. 

Kyle strives to be a calming and steady force amidst the stressors of his clients’ lives and finances. His strengths lie in his ability to listen well, break down barriers, build deep connections, and ultimately provide his clients with peace of mind when it comes to their financial plan.  

In his free time, Kyle and his wife love to spend time with their three daughters. His perfect weekend would consist of traveling to one of the hundreds of waterfalls within a few hours of his home to hike and explore with his family. He also devotes much of his free time to supporting the missions of Nurses for Newborns and Mid South Therapy dogs. 

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


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

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