CERTIFIED FINANCIAL PLANNER TM professional (CFP®)
Chartered Life Underwriter (CLU®)
Chartered Financial Consultant (ChFC®)
Accredited Estate Planner (AEP®)
Certified Estate Planner (CEP™)
Development and implementation of retirement strategies
Client focused knowledge base:
Corporate Benefit Plans
Estate Planning Strategies
Social Security, Health Insurance, Medicare Strategies
Firmwide operational excellence
Prior to earning an MBA from the Harvard Business School, Kyle worked for the Boston Consulting Group, advising senior executives in areas including mergers and acquisitions, and corporate reorganization.
After Harvard, Kyle joined Ventana Medical Systems as a special projects manager reporting directly to the CEO and CFO.