What is his background?

Kyle received his Juris Doctorate with an Emphasis in Taxation Certificate from the University of Colorado School of Law. He also obtained the Certified Financial Planner^TM designation in order to work closely with his clients' other advisors so that his clients' estate plans would work in synergy with their investment and insurance planning goals. Kyle's undergraduate degree is a Bachelor of Science in Electrical Engineering from Lehigh University. This education has helped him develop an analytic but practical approach to efficiently resolving complex issues for families.

Kyle will collaborate with your other advisors to ensure that all aspects of your plan are properly implemented. Call or email him today for a complimentary consultation.