Kyle comes 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 eCommerce 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.
As a certified Secret Service Agent through The DiJulius Group, Kyle developed customer programs from the ground up and is uniquely aware of the importance client experience plays in any business relationship. Kyle has a passion for helping others, and especially enjoys teaching, training, and the development of processes and protocols.
In his role as an Investment Advisor Representative with e3 Wealth, Kyle strives to educate and enlighten his clients so they can 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 a Texas General Lines Health and Life Insurance license, as well as Series 7 and 66 securities licenses.
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.