Kyle is a Financial Advisor and CERTIFIED FINANCIAL PLANNERTM with The Shick Group. He is dedicated to his clients, focusing on financial planning and providing solutions for multi-generational client families. He takes a holistic approach to wealth management, utilizing Baird's cutting-edge software and internal resources to ensure his clients' financial success.
Kyle earned a degree in Business Administration from Oregon State University. After joining Baird in 2015 and completing the Financial Advisor Training Program, Kyle spent two years working at Baird's corporate headquarters in Milwaukee, Wisconsin. He provided investment advice and guidance to a specialized client base in his role.
In his spare time, Kyle enjoys golf, fly fishing, traveling, and spending time with his wife Natalie, daughter Nora, and dog Pepper.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and federally registered in the U.S., which it awards to individuals who successfully complete CFP® Board’s initial and ongoing certification requirements.