Plan. Retire. Enjoy.

CONNECT

Address:

16479 Dallas Parkway Suite 850
Addison, TX 75001

Phone:

469-737-4109

Fax/Other:

469-737-4100

Kyle McGuffey, MSF

Kyle McGuffey, MSF

Director of Planning & Investment Operations

Kyle began his career as a financial advisor in 2016 with Penn Mutual. He joined our team in 2017 as the Director of Planning and Investment Operations. He obtained his Bachelor's of Science in Criminal Justice in 2014, from Texas Christian University. In 2015 he graduated from The University of Cincinnati with a Master’s of Science in Criminal Justice and a Master’s of Science in Finance. He has his Series 7, 66 and Group 1 Life, Accident, Health, and HMO.

Kyle was born in Austin, Texas and has lived in the Dallas area for 5 years. He enjoys spending time with family, friends, and Widget his dog. One of his favorite pass times is watching professional sports, particularly basketball and football.

Phone 469-737-4003
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck