Kyle is the Director of Planning and Investment Options at Gardner Wallace. In this role, he runs financial plans, oversees day-to-day trading and money flow, and provides investment recommendations. He graduated from Southern Methodist University with his Master of Science in Finance (after obtaining a Bachelor of Science and another Master of Science) and knew he wanted to be a financial advisor early in his career. He is passionate about the research component and enjoys working with clients and the firm’s advisors.
Kyle enjoys being a source of guidance and information for his clients and is always researching and finding ways to better serve the firm’s clients. He believes in providing the highest level of care for a client’s portfolio and he works with each client on an individual basis.
Kyle currently lives in Richardson, Texas and there he enjoys trying the local restaurants, spending time with his fiance and dog, and golfing. He also loves basketball and one of his hobbies is creating an NBA analysis from a game play and cap perspective.