“I take pride in being the rock my clients can lean on and knowing that I can make a difference in their lives and help them achieve financial security.”
For over a decade, Kyle has helped clients address their financial concerns and develop strategies by focusing on each individual’s specific needs.
Growing up, Kyle learned firsthand the value of hard work, responsibility and financial independence. His father worked with Duke Energy for 43 years and was often gone for weeks at a time, working to help restore power to areas suffering from snowstorms and hurricanes. His mother was the vice president of a residential construction company and was involved in building several homes throughout their local community. His parents’ dedication and commitment left a lasting impression on Kyle, who found his own way to combine his desire to serve others with a growing interest in financial services.
After graduating from Western Carolina University, Kyle began his career as a banker with BB&T, where he developed a well-rounded understanding of the financial industry. He then transitioned to becoming a financial advisor, where he helped manage over $300 million in client assets. After serving clients on the independent channel for several years, Kyle co-founded WealthPoint Advisors in 2021.
Using this experience and knowledge of the industry, Kyle has dedicated his career to delivering the personalized investment, retirement and financial planning services his clients seek for financial freedom. As a fiduciary, Kyle has passed the Series 7 and 66 securities exams and has life, health and variable annuity licenses through the North Carolina Department of Insurance.
Kyle is active in the communities in which he serves. He is currently a member of the CaroMont board and an active member of the Next Generation Fund and the Community Foundation of Gaston County. Kyle spends his free time with his wife, Lauren, and their two dogs, Chloe and Piper. He enjoys staying active by playing tennis and golf.