At LightBridge Wealth Management every client’s life and economic situation is unique. By listening carefully and paying attention to detail, Kyle is dedicated to helping families and businesses develop financial strategies that line up with their individual needs, goals, and risk tolerance.
A graduate of the University of Tennessee with a Bachelor’s degree in Business Administration, majoring in Finance with a secondary emphasis in Entrepreneurship, Kyle began his career with Wells Fargo Advisors in 2010. While at UT, he participated in the Investment Group and the Financial Management Association. He was also named a University of Tennessee Bloomberg Master by passing exam requirements and earning acknowledgements in equities, fixed income, foreign exchange, and commodities.
In 2015, Kyle achieved the CERTIFIED FINANCIAL PLANNER™ CFP® professional designation. The CFP® designation identifies those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: the investment planning process, liability management strategies, investments, tax planning strategies, retirement and employee benefits, and estate planning strategies.
Kyle and his wife, Tracey, live in Knoxville with their three dogs, Sophie, Oak and Nugget. He enjoys spending his free time in various outdoor activities; which includes golfing, going to the lake, training and working their dogs. He is a member of the East Tennessee Retriever Club. He is also an avid UT football and basketball fan, attending games whenever possible.