How Kyle Can Be a Resource

Kyle believes Knowledge Opens Opportunities—especially when it comes to your money.

As a former professional basketball player, NBA front office professional, and son of two business owners, Kyle understands that building wealth is about more than numbers. It’s about protecting what you’ve built, preparing for what’s next, and having a strategy you actually understand.

Today, Kyle works with families, business owners, athletes, and professionals across the country, helping them make confident financial decisions through education, planning, and access to experienced financial professionals.

His areas of focus include:

• Family & Income Protection

• Retirement Income Strategies

• Employee Benefits & Retention

• Estate & Legacy Strategies

• Business Continuation Planning

• Professional Athlete Contract & Career Protection

About Kyle

Born and raised in California and now based in South Florida, Kyle’s path to financial services is anything but traditional.

As captain of the Cal Poly San Luis Obispo men’s basketball team, he helped lead the program to its first NCAA Division I Tournament appearance. He later played professionally overseas in the United Kingdom, winning a playoff championship during his rookie season while also completing his MBA at Sheffield Hallam University.

After his playing career, Kyle transitioned into the NBA, working in a front office role where he supported players both on and off the court through educational opportunities focused on personal and financial development.

Those experiences shaped the way Kyle works with clients today: educate first, simplify the complicated, and build a game plan around the life you actually want to live.

Outside of work, Kyle enjoys traveling and experiencing new cultures, having visited more than 20 countries.

Knowledge Opens Opportunities.

Education

Cal Poly SLO, Sheffield Hallam University

Hobbies

Sports, Traveling, Hiking, Chess