Owner • Advisor

Kyle, a dedicated CERTIFIED FINANCIAL PLANNER™ professional, is passionate about helping you achieve your financial goals. His journey began with a summa cum laude bachelor’s degree in history from Bridgewater State University. His early career in logistics honed his strategic thinking and problem-solving skills. After the 2020 coronavirus pandemic, Kyle decided to follow his passion for financial advice and literacy, acquiring his CFP® designation. 

Kyle is a member of the National Association of Personal Financial Advisors (NAPFA) and Fee-Only Network. 

Kyle grew up in Mansfield, Massachusetts, and now thrives in Manchester, New Hampshire with his wife, Tatyana, and their three cats, Kimchi, Frittata and Soup. When he’s not empowering clients with tailored financial plans, you’ll find Kyle spending time with his family, exploring local cafes, or staying active through various intramural sports throughout the Greater Manchester Area. Partner with Kyle and experience the difference a committed financial planner can make in your life.