Kyle Zeller Photo
" I take great pride in working with our Plan Sponsors and Participants to oversee and create an efficient and successful retirement plan for all. Retirement plans have many moving parts and our goal is to build long term trusting relationships with our clients and serve as the primary contact to ensure the retirement plan is the valued benefit it was intended to be. "
Kyle Zeller Photo

Kyle R. Zeller, CPFA, AIF®, QKA

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. 

Professional Licenses & Designations

Certified Plan Fiduciary Advisor

Accredited Investment Fiduciary™

Qualified 401(k) Administrator


B.S. in Family Financial Management, The Ohio State University

Memberships and Associations

Member, National Association of Plan Advisors (NAPA)

Affiliate, American Retirement Association (ARA)

Member, American Society of Pension Professionals and Actuaries (ASPPA)

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