Kyle came to e3 Wealth with a long and successful background in business management, most recently spending 9 years as COO for a rapidly growing, family-owned e-Commerce company. In that role he managed the day-to-day operations of a team of 50+ employees and wore almost every hat in the organization. He understands deeply the challenges faced by small business owners and has extensive experience making large-scale financial decisions, managing expenses, and driving profitability.
With experience developing customer programs from the ground up, Kyle is uniquely aware of the importance client experience plays in any business relationship. He has a passion for helping others, and especially enjoys teaching, training, and the development of systems and processes.
Kyle plays a dual role with e3 Wealth. As a Private Wealth Advisor, he takes an education-based approach, striving to enlighten his clients so they feel empowered to make the best possible decisions for their future. He believes that good money habits are the foundation of any successful financial plan and strives to build life-long relationships that evolve with each individual client’s needs. Kyle holds FINRA Series 7 and 66 securities licenses, and is Insurance licensed in several states.
The other role Kyle plays for e3 Wealth is multifaceted. He oversees internal communications, new advisor training and development, and also helps create and improve internal protocols. As with other past roles where he juggled a wide range of responsibilities, Kyle feels most at home when he’s helping create order from chaos and doing anything possible to help facilitate growth and progress. Additionally, he is a member of e3’s Executive Board, Leadership Council, and Investment Committee.
Kyle lives in Seattle with his daughter, Eleanor, and their two miniature poodles, Simon and George. An accomplished bassist, he has toured all over the United States and Europe with multiple bands, and continues to record and perform at a professional level. Kyle studied Music and Business Administration at The University of Southern California and in 1999 was awarded the Order of Troy for Outstanding Student Recognition.