Owner • Advisor

Kyle helps Millennial and Gen X couples use their stock compensation and savings to create more time, flexibility, and peace of mind. As a CERTIFIED FINANCIAL PLANNER™ practitioner and Retirement Income Certified Professional®, he takes a holistic approach, factoring in taxes, benefits, spending, and real-life goals like raising a family, taking time off, or changing careers, so every part of the plan supports the life they want to build.

He stays engaged in the profession through his work with NAPFA, co-leading the New Hampshire Study Group and contributing nationally through committee service and peer collaboration.

Kyle didn’t follow a straight path into financial planning. He studied history at Bridgewater State University, planning to become a high school teacher, and graduated Summa Cum Laude. Over time, he realized the classroom wasn’t the right fit and looked for a new way to help people learn and grow.

While commuting into Boston for work, he became drawn to personal finance podcasts and articles, fascinated by how everyday decisions could shape long-term outcomes. That knowledge gave him more control over his own finances and allowed him to support friends and family with questions. When the pandemic paused his job, he took the opportunity to pivot.

He connected with local fee-only advisors and eventually joined Milestone Financial Planning. Soon after, he enrolled in Boston University’s CFP® program to build his technical skills. In 2025, he became a part-owner of the firm, reflecting his long-term commitment to the people he serves.

Like any good relationship, Kyle’s approach starts with listening. He invites clients to share their values, goals, and hopes for the future. From there, he helps them sort through the noise and make decisions that align with what matters most, offering guidance they can trust.

Outside of work, Kyle finds balance through movement, fresh air, and good conversation. He’s often carving through snow, exploring wooded trails, or lifting weights to reset after a busy day. Whether it’s catching up with family, diving into a book, or chasing a new idea, Kyle is fueled by curiosity and connection. Partner with Kyle and experience the difference a committed financial planner can make in your life. Read more about Kyle in his Team Member Spotlight.