Kyle joined Stifel in 2018 after spending nine years as a financial advisor and one year as an intern with Wells Fargo Advisors and its predecessor firm, Wachovia Securities. His education, experience, and professional affiliations have fostered his conservative approach to offering personalized wealth management services and guidance to his clients.
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, each based on the 12-month period ending March 31 of the year in which published, and Forbes’ Best-In-State Wealth Advisors, April 7, 2022, February 11, 2021, and February 15, 2018, each based on the 12-month period ending June 30 of the year prior to publication, are based on the opinions of SHOOK Research, LLC and selected from a pool of nominations as indicated in the methodology. Neither SHOOK Research nor Forbes receive compensation from the advisors or their firms in exchange for placement on a ranking. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. Investment performance is not a criterion for selection. Forbes is a registered trademark of Forbes, Inc. All rights reserved. For more information on the selection methodology, see www.stifel.info/award-disclosures.