About Kyle
Kyle focuses on helping clients achieve their long-term goals through strategic planning and discipline. He believes in advice built around a strong moral foundation and putting the client’s interests first. His favorite meetings are when he can push aside the numbers to look through photos of a recent vacation or home renovation project that his clients completed guilt-free because of their plan. Those moments are a reminder of what financial planning is all about: empowerment and being more intentional with money.
Kyle is a member of the Texas Tech University personal financial planning alumni advisory board.
A Navy child during his younger years, Kyle calls Georgetown, Texas, his hometown. Today, he resides in Grapevine with his wife and kids. He is an active member of his church, the National Eagle Scout Association, the Dallas-Fort Worth Financial Planning Association, and the Texas Tech honors college alumni program. He also volunteers his services pro bono to The Gatehouse, a nonprofit that empowers women to manage their financial success. He enjoys the great outdoors, architecture, working on his classic truck, and playing basketball.
Education and Professional Milestones
-Texas Tech University - Bachelor of Business Administration in management and master’s degree in personal financial planning
-Was a partner and director of operations for Clintsman Financial Planning
-Received the Envestnet Essential Advisor™ Award in 2017 as the national award winner for RIAs
Kyle focuses on helping clients achieve their long-term goals through strategic planning and discipline. He believes in advice built around a strong moral foundation and putting the client’s interests first. His favorite meetings are when he can push aside the numbers to look through photos of a recent vacation or home renovation project that his clients completed guilt-free because of their plan. Those moments are a reminder of what financial planning is all about: empowerment and being more intentional with money.
Kyle is a member of the Texas Tech University personal financial planning alumni advisory board.
A Navy child during his younger years, Kyle calls Georgetown, Texas, his hometown. Today, he resides in Grapevine with his wife and kids. He is an active member of his church, the National Eagle Scout Association, the Dallas-Fort Worth Financial Planning Association, and the Texas Tech honors college alumni program. He also volunteers his services pro bono to The Gatehouse, a nonprofit that empowers women to manage their financial success. He enjoys the great outdoors, architecture, working on his classic truck, and playing basketball.
Education and Professional Milestones
-Texas Tech University - Bachelor of Business Administration in management and master’s degree in personal financial planning
-Was a partner and director of operations for Clintsman Financial Planning
-Received the Envestnet Essential Advisor™ Award in 2017 as the national award winner for RIAs