Wealth Manager & Employee Owner
Kyle had always seen himself as a stockbroker, learning from his grandfather and role model early in his life. Taking the step into wealth management was something of a leap of faith. He understood the financial markets but knew he had much to learn about wealth management. Thanks to his dedication and time spent listening and learning, Kyle quickly earned the trust of our team and his clients. He relishes the combination of analytical work and a human touch that his work entails.
Kyle started as an associate in operations at LNW in 2006. Over time, his ability to act as a go between the operations group, wealth managers and clients made him invaluable. As a wealth manager, Kyle is dedicated to understanding the unique goals of each of his clients and helping them to feel confident in their financial plan.
- B.A. in Economics, University of California, Davis
- Coaching youth baseball, basketball and soccer
Kyle loves to spend time with his family and go on adventures with his wife and three kids. He enjoys cooking, especially BBQ and smoking meats. He is an avid sports fan; the 49ers, Warriors, and Stanford football in particular.