Managing Director, Financial Planning

Kyle brings more than 25 years of wide-ranging experience in the financial services industry to McLean. His seasoned perspective on how to help clients meet their financial goals is supported by his team’s ability to develop and implement client centered wealth management plans that include investment and retirement planning as well as charitable giving and legacy planning strategies. Prior to joining McLean, he held several positions at Charles Schwab Co., including divisional operation vice president, regional vice president, branch and call team manager, and senior investment specialist. Kyle began his career at EF Hutton on the operations side of the business.

Education

  • B.A. University of Virginia

Professional Designations and Associations

  • RETIREMENT INCOME CERTIFIED PROFESSIONAL (RICP®)
  • CERTIFIED FINANCIAL PLANNER™
  • NAPFA Registered Investment Advisor
  • Member, Financial Planning Association
  • Member, Local NAPFA Study Group
  • Financial Planning Certificate, College for Financial Planning, Denver, Colorado

Professional Recognition

  • Five-Star Wealth Manager, 2015, Washington Post Magazine

Greatest Professional Satisfaction

I enjoy being part of a team that helps clients in a variety of ways. In baseball terms— going 3 for 5 in a win.

Greatest Personal Satisfaction

Traveling and experiencing new things with my family

Disclosure: Third party rankings and recognition from ratings services are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results.  Ratings should not be considered an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. In the Washington DC Area, Five Star Professional considered 1,837 award candidates, and 227 were named 2015 Five Star Wealth Managers. Criteria used to make these determinations were: Credentialed as an investment advisory representative or registered investment advisor; actively employed as a credentialed professional in the financial services industry for a minimum of five years; favorable regulatory and complaint history review; fulfilled their firm review based on internal firm standards; accepting new clients; one year client retention rate; five year client retention rate; non-institutional discretionary and/or non discretionary client assets administered; number of client households served; educational and professional designations. For more information, go to https://www.washingtonpost.com/lifestyle/magazine/.