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Financial Advice that Makes the Complex Simple.

Meet Kyle

 

Kyle brings 16 years of financial industry experience to Carson Wealth, with a focus on comprehensive planning and wealth management services. He holds a Certified Financial Planner™ designation and is dedicated to helping individuals, families and businesses gain confidence in their financial future.

Kyle believes the difference between a good advisor and a great advisor is that a great advisor provokes thought. He develops and grows client relationships through value-add dialogue about goals and motivation, identifies areas of opportunity and helps them navigate the wealth management and planning areas of their financial lives.

Prior to joining Carson, Kyle worked exclusively with high net worth relationships at a large broker-dealer. He guided affluent relationships individually and while leading a team of accredited and experienced advisors.

Kyle is from North Pole, Alaska. He received a Bachelor of Science degree in business administration from Dana College, where he also played baseball. 

Kyle enjoys spending time with his wife and two children, exploring the outdoors and traveling. In his free time, he coaches youth sports, reads, and cooks for friends and family.

Favorite food:

Tacos with chips, salsa and guacamole from Rocco’s Tacos

Best piece of financial advice I received:

“A goal without a plan is just a wish” – Antoine de Saint-Exupery

Favorite quote:

“If you don’t like something, change it. If you can’t change it, change your attitude.” – Maya Angelou

If I could meet anyone, past or present, it would be:

Theodore “Teddy” Roosevelt Jr.

Favorite movie or TV show:

1980s classic comedies (How can you choose just one?)

What motivates me:

Positively impacting those around me

Something on my bucket list:

Visit all 50 states and 60-plus major national parks with my family

Place I’d most like to visit:

Machu Picchu

My biggest accomplishment:

My family