2 months ago
QA Wealth Management Joins CAPTRUST
Firm Specializes in Wealth Management for Big Four and Consulting...
Principal
Kyle joined CAPTRUST in 2023 from QA Wealth Management. As a principal, he primarily serves Big Four tax, audit, and consulting clients, helping them plan for and achieve their financial goals. Kyle has been working in the industry since 2001.
He holds a Bachelor of Science degree in finance from North Park University and the designations of CERTIFIED FINANCIAL PLANNER™ (CFP®) and Chartered Financial Consultant® (ChFC®). Kyle is involved in the community through his church, where he serves as a board member and high school mentor. Outside of the office, he enjoys skiing, spending time on the lake, and outdoor adventures with his wife Tricia, and their three kids.