About Kyle
Kyle helps clients navigate their financial complexities, allowing them to achieve their goals. With an extensive background in tax planning, he is well equipped to assist clients with their wholistic financial planning needs.
Prior to working at Focus Partners Wealth, Kyle was a Wealth Advisor at Bordeaux Wealth Advisors as well as a Senior Associate at Ernst & Young’s assurance services group in Silicon Valley. During his time with the firm, Kyle served a variety of clients in the technology and aerospace industries.
Kyle was born and raised in Snohomish, Washington. Outside of the office, he enjoys watching college football, spending time on the golf course, and taking advantage of the Pacific Northwest’s great outdoors. Kyle also has a passion for traveling and learning about new cultures.
Education and Professional Milestones
- Santa Clara University – bachelor’s degree in accounting, magna cum laude
- National Business School Honor’s Society member
Kyle helps clients navigate their financial complexities, allowing them to achieve their goals. With an extensive background in tax planning, he is well equipped to assist clients with their wholistic financial planning needs.
Prior to working at Focus Partners Wealth, Kyle was a Wealth Advisor at Bordeaux Wealth Advisors as well as a Senior Associate at Ernst & Young’s assurance services group in Silicon Valley. During his time with the firm, Kyle served a variety of clients in the technology and aerospace industries.
Kyle was born and raised in Snohomish, Washington. Outside of the office, he enjoys watching college football, spending time on the golf course, and taking advantage of the Pacific Northwest’s great outdoors. Kyle also has a passion for traveling and learning about new cultures.
Education and Professional Milestones
- Santa Clara University – bachelor’s degree in accounting, magna cum laude
- National Business School Honor’s Society member