Kyle’s mission is to have his clients worry less and enjoy life more. He empowers his clients to fulfill their lifetime goals and dreams through thoughtful planning. Having clients that are comfortable, confident and have peace of mind is his ultimate goal.
Since 2002, Kyle has successfully provided financial advice and superior service to his clients. He has consistently been ranked as one of Equitable Advisors’ top producers and is a managing partner and respected leader at Canopy Financial Group, LLC.
Kyle was named the 2023 Equitable National Honor Associate which is the highest honor Equitable bestows to only 1 financial professional each year in recognition of outstanding accomplishments in the financial services industry, selfless contributions to clients and associates and devoted community service.
Kyle has always been committed to a high level of professional development and remaining at the forefront of industry knowledge through industry training and certification programs so that he may share that knowledge with his clients. He has earned the following designations, licenses and registrations through rigorous curriculum completion and passing of exams:
- CERTIFIED FINANCIAL PLANNER™ professional (CFP®)
- Chartered Financial Consultant (ChFC)
- Chartered Life Underwriter (CLU)
- Accredited Investment Fiduciary (AIF®)
- Certified Plan Fiduciary Advisor (CPFA)
- Retirement Planning Specialist*
- FINRA Series 7 Securities registration
- FINRA Series 66 Advisory registration
- Life/Health/Accident Insurance licenses
Kyle's academic achievements include:
- University of St Thomas - Bachelors of Arts Degree in Finance with minors in Economics and Computer Science - Magna Cum Laude
- Wharton School, University of Pennsylvania - Certificate in Retirement Planning*
- Teachers College, Columbia University - Credentialed Holistic Financial Coach
In addition to industry training and certification programs Kyle values being involved in professional associations and has 2 study groups to further assist him in assessing client financial situations.
Combining his knowledge with his experience and professional associations, Kyle has fostered a practical approach to offering financial advice and planning services. Developing relationships with clients and recognizing that each client and family possess unique goals and objectives, allows him to refine and formulate a customized strategy for working toward those goals and objectives. Kyle has the benefit of an open architecture of investment products that allows him to provide a wide variety of investment, insurance, and guaranteed** options to his clients.
Kyle is passionate about growing and protecting his clients’ assets throughout their journeys to true wealth.
Kyle, his wife and three rescue Yorkie pups, reside in Lakeville, MN, where they both grew up and went to High School together. They support various rescue dog organizations.
He is an avid Peloton enthusiast and enjoys riding his motorcycles in his free time.
Kyle is thankful for the privilege of working with his clients and values their continued support, business, and friendship!
*Retirement Planning Specialist title awarded by Equitable Advisors, based upon receipt of a Certificate in Retirement Planning from the Whaton School, University of Pennsylvania.
** All guarantees are based on the claims paying ability of the issuing life insurance company.
CFP® and CERTIFIED FINANCIAL PLANNER™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.
ChFC and CLU are professional designations of The American College, Bryn Mawr, PA.
Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC which conducts business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.
Canopy Financial Group is not a registered investment advisor and is not owned or operated by Equitable Advisors, LLC or its affiliates.