Kyle joined HB Wealth in January 2025 after working with WMS Partners since October 2024. He supports the advisory team in the preparation and implementation of client applications and enrollment forms, gathering data regarding client financial information, preparing client meeting materials, tax coordination, and special projects as needed. He provides direct assistance to client advisors.
Previously, Kyle was a Client Services Specialist at an LPL advisor in Catonsville, Maryland.
Kyle earned his Bachelor’s degree in Finance and Accounting from the University of Maryland, College Park. He also completed Boston University’s Financial Planning program and is a CERTIFIED FINANCIAL PLANNER™ professional.
In his spare time, Kyle enjoys spending time with friends and family, playing in a local softball league, and golfing.