“It is extremely motivating being a part of a group of talented professionals who have completely embraced the culture at Truepoint. Everyone understands and fulfills their role to achieve a shared vision.”
As a member of the financial planning team, Kyle provides assistance to Truepoint’s wealth advisors. His core responsibilities include creating and updating wealth management plans and providing insurance and education funding analyses, as well as an array of one-off tasks needed to support the team.
Kyle loves all things sports related, specifically professional and collegiate basketball. He also enjoys any chance he gets to spend time with family and friends, including trying out new restaurants and other activities.
Specialties: education funding, retirement planning, risk management