Kyle graduated from Siena College, where he played Division 1 Basketball and made 2 NCAA tournament appearances. 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 to successful financial planning. Kyle understands that every client’s situation is different, so working closely with clients throughout their careers to give sound advice as their needs and goals change over time.
Kyle lives in Fairport with his wife, Kayleigh, daughter Olivia, and son Thomas. In Kyle’s spare time, he coaches basketball at Fairport High School and plays competitive golf at a national level.