Kyle joined the SwitchPoint Financial team in 2021 as the Operations Manager. He has 10 years of experience in the financial planning and investment management industry, having served in various roles at previous firms. Kyle handles much of the day-to-day operations of SwitchPoint Financial as well as providing client services.
Kyle graduated from Western Michigan University with a Bachelor of Business Administration, Finance and holds a FINRA Series 66 license.
Originally from Michigan, Kyle relocated to Utah in 2012 drawn by the mountains and outdoor sports culture. Kyle enjoys all things outdoors and is an active volunteer with the Davis County Sheriff’s Search and Rescue Team. When Kyle isn’t working you will find him spending time with his fiancé and two dogs. Any spare time is spent on house remodel projects, cycling, and hiking.