Kyle has a broad industry background that has influenced the construction of Cru Wealth Management. He spent time with Fidelity Investments where he focused primarily on retirement planning and 401(k) strategy. At Charles Schwab, Kyle supported high net worth advice and investment management in Dallas. More recently, he spent time with Facet Wealth where he focused on balancing investing with debt management, student loan strategy, and holistic planning with families across the country. This experience is what led to Kyle envisioning a better company, with a higher dedication to clients, by bringing the best of everything to the table.
Kyle is a CERTIFIED FINANCIAL PLANNER™ and member of the National Association of Personal Financial Advisors. He has sworn to a fiduciary oath of putting clients interests above all else. He also currently holds the series 66 license, and previously held his series 7 and state level insurance license.
Kyle is married to his wife Amber, and they are kept busy by their playful dog, Copper. Outside of work, Kyle is passionate about cooking and exploring the world of wine. In fact, Cru is a wine industry term used in France to describe vineyards of superior quality. When building his company, Kyle felt this aligned with his objective in the financial industry.
