Personal

Kyle considers his family to be the most important thing is his life. When not in the office, Kyle enjoys the outdoors, whether that be spending time at the cabin, hunting, fishing, golfing, boating, snowshoeing or just spending quality time with family & friends. Kyle also enjoys taking out first time hunters to allow them the opportunity to experience the outdoors as he was able to at a young age. Kyle & his wife Nicole welcomed their first child in March of 2022, Claire.  She definitely has daddy wrapped around her finger already. 

Professional

Kyle has been helping clients achieve financial security by providing innovative solutions for their personal and business needs. He makes complex financial topics easy to understand and helps clients achieve peace of mind that comes when they fully understand how their plan will work. Kyle began his career in May of 2009 and has always had a focus for continued growth and learning. He has built a team of specialists to enhance the client experience and service that can be provided.

Designations

Kyle so far has achieved the following designations:

  • CFP® – CERTIFIED FINANCIAL PLANNER™ 
  • ChFC® – Chartered Financial Consultant
  • CLU® – Chartered Life Underwriter
  • CLTC – Certified in Long-Term Care
  • RICP® – Retirement Income Certified Professional

Here are my areas of expertise

Financial Planning

Retirement Planning & Income Strategies

Wealth Management

Tax-Efficient Strategies

Multigenerational Planning

Life Insurance Strategies

Insurance Protection Strategies

Estate Planning

How Northwestern Mutual helps you live the life you want.

When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.

Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.

It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.

Downtown Milwaukee, WI Skyline