Kyle is a passionate financial adviser and planner at TrueWealth Advising Group, where he has been guiding clients towards financial success since 2018. With a deep understanding of financial strategies and a commitment to customized client service, Kyle has helped numerous individuals, families, and business owners achieve their financial goals. His expertise includes investment management, tax-efficient retirement and estate planning strategies, and wealth preservation strategies. Kyle provides each client with tailored financial advice suited to their unique needs.
Kyle is known for his meticulous approach and his ability to simplify complex financial concepts, making them accessible and understandable for his clients. His passion for financial planning is driven by a genuine desire to see others thrive financially and to help them build a secure future. He enjoys studying financial markets and prides himself on his knowledge of investments and investment strategies.
Kyle enjoys traveling to new destinations with his fiancé, Kristen. They’ve journeyed together to Los Cabos, Sedona, AZ and Maui. Future plans include Europe for their honeymoon. Kyle is quite the sports enthusiast, and his hobbies along with travel are golf, snow skiing, yoga and snorkeling.
Kyle graduated from Ball State University in 2016 with a degree in Finance and was the punter for the Cardinals football team all four years. Soon after graduation he obtained his Indiana Life and Health Licensing and offers insurance services in IN, IL, MI, AL, FL and TX. Kyle received his Series 66 and Series 7 Securities Registrations, and is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. In 2025 he obtained the CERTIFIED FINANCIAL PLANNER® designation.
Kyle was born and raised in Northwest Indiana, lives in Chesterton and enjoys spending time with his and Kristen’s families.
Certified Financial PlannerTM is a certification mark owned by the Certified Financial Planner Board of Standards, Inc.