About
Kyle
Kyle helps his clients develop a strategy for their financial success by providing advice in various areas of planning, including estate planning, taxation, college planning, and retirement income distribution. He uses a holistic planning approach while working with a diverse set of clients. Kyle joined Focus Partners in 2026, bringing with him expertise garnered from his work at Kovitz and Telemus, where he had been since 2020. Kyle was previously with Huber Financial Advisors, LLC, helping affluent individuals achieve their financial goals.
In his free time, Kyle likes to try out new restaurants in the Chicago area with his wife Andrea. He and Andrea also love traveling to new and adventurous places like South Africa.
Education and Career Milestones
-University of Illinois
Kyle helps his clients develop a strategy for their financial success by providing advice in various areas of planning, including estate planning, taxation, college planning, and retirement income distribution. He uses a holistic planning approach while working with a diverse set of clients. Kyle joined Focus Partners in 2026, bringing with him expertise garnered from his work at Kovitz and Telemus, where he had been since 2020. Kyle was previously with Huber Financial Advisors, LLC, helping affluent individuals achieve their financial goals.
In his free time, Kyle likes to try out new restaurants in the Chicago area with his wife Andrea. He and Andrea also love traveling to new and adventurous places like South Africa.
Education and Career Milestones
-University of Illinois