Adams Reichert Wealth Management Group
Kyle was named to Forbes’ Top Next-Gen Wealth Advisors list in 2017, 2018, 2020, and 2021, and to Forbes’ Best-In-State Wealth Advisors list in 2018, 2021, and 2022. He earned the Chartered Retirement Planning CounselorSM designation and holds Series 7 and 66 securities licenses.
Kyle grew up in North Canton, Ohio, and earned a B.A. in Economics Management from Ohio Wesleyan University. He was a four-year starting running back and captain of the Battling Bishop football team. Outside the office, Kyle serves as a trustee for Goodwill of Wayne and Holmes Counties, a voting member with the Wooster City Planning Commission, member of Wooster Kiwanis, a board member of Adaptive Sports of Ohio, and running backs coach for The College of Wooster – a role he’s held for the past seven seasons.
Kyle lives in Wooster with his wife, Sara, and their two boxers.
Forbes’ Top Next-Gen Wealth Advisors, September 21, 2021, July 22, 2020, July 25, 2018, and July 25, 2017, and Forbes’ Best-In-State Wealth Advisors, February 11, 2021 and February 15, 2018. Rankings are based on the opinions of SHOOK Research, LLC, and advisors were selected from a pool of over 34,000, 32,200, 23,000, 19,000, 32,725, and 21,000 nominations, respectively. Advisors are judged on individual contribution, but total team assets are shown, which can include one or more additional advisors. Qualifying advisors for Top Next-Gen Wealth Advisors were born in 1980 or later, have a minimum of four years of relevant experience, and have built their own practices and lead their teams, joined teams and are viewed as future leadership, or a combination of both. Qualifying advisors for the Best-In-State Wealth Advisors list met the following basic requirements: a minimum of seven years as an advisor, a minimum of one year at their current firm, recommended and nominated by their firm, completion of an online survey, over 50% of their revenue/production must be with individuals, and an acceptable compliance record. SHOOK Research ranking algorithms are based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Neither SHOOK Research nor Forbes receives compensation from the advisors or their firms in exchange for placement on a ranking. Forbes is a registered trademark of Forbes, Inc. All rights reserved.
A native of West Salem, Ohio, Lisa earned a B.B.A. in Management from Mount Vernon Nazarene University. Active in her community, she is a member of the Wooster Kiwanis and the chairman of Wooster’s Salvation Army advisory board. She has also held past board positions with Anazao Community Partners, United Way of Wayne and Holmes Counties, and Wayne County Historical Society.
Outside the office, Lisa enjoys golfing and vacationing with her husband.
Originally from Baltimore, Maryland, Julia earned a B.A. in Communication from McDaniel College. She lives in Wooster with her husband, Brian, and their dog, Mo Williams. Julia also serves as a board member for Wayne County PAWS.