Kyle Graduated from Siena College in 2012, where he played Division 1 Basketball and made 2 NCAA tournament appearances for the Saints. At Siena, he studied Marketing and Economics. Kyle currently holds his Series 7, 66 and Life and Health Licenses.
Kyle believes that full financial planning is based on thoroughly understanding their financial needs and goals, for retirement, insurance, and college planning. Kyle believes that developing a trusting relationship with clients is the key in successful financial planning. Kyle understands that every client’s situation is different so working closely with clients throughout their career to give sound advice as their needs and goals change over time.
Kyle has lived in the Rochester area his entire life and grew up in Fairport. He comes from a very close and athletic family. Both his brother, Kevin and sister, Christa, were collegiate stars at Canisius and Nazareth, respectively. Both his parents, Linda and Tom, were also esteemed high school coaches at Livonia High School in Volleyball and Basketball, respectively. Kyle lives in Rochester and still plays competitive basketball and also trains and coaches developing basketball players through the area.
Kyle can be reached at (585)292-9880.
Kyle’s office is located at: 100 White Spruce Blvd Ste. U304, Rochester, NY 14623