Kyle works out of our Columbus, OH office. He is the primary relationship manager for many of the Corporate 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 acting in the client’s best interest led him to SDWMA. Kyle plays a key role with plan sponsors in terms of investment menu oversight, plan design, fiduciary governance and participant metric reviews. He also works with participants and individual clients with a focus on retirement planning and asset allocation investment strategies.
Kyle lives in Dublin, OH with his wife, Beverly, his daughter, Reagan, and stepchildren, Haley and Colin. He enjoys spending time with his family outdoors and playing golf.
Certified Plan Fiduciary Advisor
Accredited Investment Fiduciary™
Qualified 401(k) Administrator
B.S. in Family Financial Management, The Ohio State University
Member, National Association of Plan Advisors (NAPA)
Affiliate, American Retirement Association (ARA)
Member, American Society of Pension Professionals and Actuaries (ASPPA)