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 degree in 2013 from Texas Christian University, and later graduated from the University of Cincinnati with a Master's of Science in Criminal Justice in 2014. Kyle continued his studies in 2015 and received his Master's of Science in Finance from Southern Methodist University.

He has his Series 7 - General Securities Representative Examination, Series 66 - NASAA Uniform Combined State Law Exam 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 past times is watching professional sports, particularly basketball and football.

Phone 972-833-2568