Kyle is a practicing Certified Financial Planner (CFP®) and has more than 22 years of experience in financial services. He holds a Bachelor’s Degree in Business Administration from North Dakota State University in Fargo and a Master of Business Administration (MBA) from the University of Colorado at Denver.
Previous to Coordinated Financial Services, Kyle was a principal at Lifetime Capital Management and helped propel the firm’s growth for 10 years prior to merging with Coordinated Financial Services. Prior to Lifetime Capital Management, he worked at Charles Schwab & Co. for 11 years within their Private Client division managing over 400 million dollars for individuals, families, and trusts.
Personally, Kyle is married with three children and lives in Highlands Ranch, CO. When not working, he enjoys spending time with his family participating in the many outdoor activities the great state of Colorado provides.