Kyle R. Zeller, CPFA, AIF®, QKA

Kyle works out of our Columbus, OH office. He is the primary relationship manager for many of the retirement plans at Schneider Downs Wealth Management Advisors, and provides fiduciary guidance to plan sponsors and committees. Beginning his career in the brokerage world, Kyle’s dedication to act in the client’s best interest led him to SDWMA. He shares the responsibility for providing on-site investment advice, education, and service to participants with other members of his team, and is active with ongoing communication and education, with a focus toward explaining the importance of retirement planning and asset allocation investment strategies. You will often find Kyle visiting plan sponsor sites to work with participants each quarter, and he is always available for additional personal planning discussions at any time.

Kyle lives in Dublin, OH with his wife, Beverly, and his daughter, Reagan, and stepkids, Haley and Colin. He enjoys playing golf and spending time with his family outdoors.