Kyle is involved in all aspects of the financial planning process. His passion is focused on goals: helping clients understand and define objectives, then partnering with them to chart paths to success.

In addition to his financial planning work, Kyle is a member of the KBBS investment committee and directs the firm’s trading operations and its administration of alternative investments.

Kyle graduated magna cum laude from Gonzaga University with a Bachelor of Business Administration and concentrations in finance and economics. He continues to cheer enthusiastically for Gonzaga basketball.

Kyle and his wife Ali live in Kirkland. Together with their golden retriever, they enjoy visiting extended family around the Puget Sound area and in Kyle’s native city, Sacramento. Time spent outdoors or around a table with family and friends is particularly valued. Kyle describes himself as a novice cook, avid skier, and poor but enthusiastic golfer.