Kyle is a Financial Advisor and CERTIFIED FINANCIAL PLANNERTM with The Shick Pease Group, where his primary focus is financial planning and providing solutions for multi-generational client families. He utilizes a holistic approach to wealth management while leveraging Baird’s cutting edge software and internal resources.
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 in Baird’s corporate headquarters located in Milwaukee, Wisconsin. In his role, he provided investment advice and guidance to a specialized client base and provided superior ongoing relationship management.
As a Portland native, Kyle enjoys giving back to the community through supporting nonprofit organizations such as Lift Urban Portland, Children's Cancer Association and Oregon State Alumni Association. He lives in Portland and in his spare time enjoys golf, playing basketball, fly fishing, spending time with friends and family.
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.
Get in touch
Fill the form below and our team will be in touch with you shortly.