After 10 years representing single companies (MONY and Beneficial Life), Kyle founded CORE Financial, Inc. in 2010 to provide a more independent and flexible platform for delivering financial advice and services to clients.
Kyle’s primary focus is asset management and retirement planning, including a strong focus on enhancing retirement income streams. He is also passionate about teaching clients different strategies for managing cash flow – an area he feels is underserved within the industry.
Born in Arizona, Kyle was raised primarily in Utah County, where he graduated from BYU in 2000 (Marketing) and currently lives with his wife and two children.
Outside of work, Kyle’s primary interests include music, cycling, baseball and listening to books and podcasts on personal improvement.
Areas of Emphasis
- Asset Management
- Retirement and Distribution Planning
- Financial Planning
- Cash Flow
- Debt Reduction