Kyle Heppner is a wealth management financial advisor based in Clarkston, MI.

Kyle joined CAPTRUST in 2013 as a retirement counselor within the firm’s institutional services group. During his time as a traveling retirement counselor, Kyle met with institutional participants across the country to provide sound financial advice from a fiduciary standpoint. CAPTRUST clients received a clear overview of their retirement plan specifics, discussed their personal financial goals, and developed actionable steps to achieve their goals.

Today, Kyle works as a financial advisor – account manager on the CAPTRUST at Work team. He is responsible for facilitating the delivery of CAPTRUST advice services to our institutional clients, coordinating with clients and recordkeepers around customized wellness initiatives, and creating comprehensive wealth management plans for individual clients.

Outside of work, Kyle enjoys spending time with his family and friends, and is an avid outdoorsman. Kyle holds a Bachelor of Arts degree in banking, finance, and management from Northwood University.