Dedication and tenacity are critical in helping you reach your financial goals.
Kyle received a B.A. in Business Management from the University of Miami. As a fullback on the Hurricane football team, he played in the Sugar, Fiesta, Orange and Rose Bowls and helped the Canes win the 2001 National Championship at the Rose Bowl.
Kyle takes the same passion he had in sports and transfers it into financial planning. Kyle joined Allen & Company in 2012 with six years of experience as a Financial Analyst. He has quickly been recognized as a skilled retirement plan advisor, including 401k, 403b, Simple IRA, 457 plans, SEP IRA, and deferred compensation plans. In 2017, Kyle was named in the Financial Times publication as the top 401 Financial Advisors in the nation for retirement advisors. Kyle holds his Accredited Investment Fiduciary, AIF ® credentials, Series 7 and 66 licenses, as well as Life, Health and Variable Annuities Insurance license.
Kyle is a dedicated family man who loves God, his family and personal finance. He and his family are members of Grace Lutheran Church in Winter Haven where he serves as an Elder, School Board member and is a member of the Financial Aid Committee. He enjoys giving back to community by coordinating Financial Peace University, a 9-week Christian based personal finance class. Kyle is a SmartVestor Pro through Dave Ramsey.