Meet Kyle
As Lead Client Service Associate at Yari Capital, Kyle is dedicated to ensuring every client’s financial plan is implemented with precision, care, and attention to detail. Guided by Christ-like principles, his mission is to serve clients and their families with excellence through comprehensive financial planning, helping them build financial independence and pursue the legacy they want to leave behind.
Kyle earned his Bachelor’s degree in Finance from the University of South Florida and began his career with Northwestern Mutual in 2020. He quickly advanced into roles supporting multiple financial advisors, where he gained valuable experience in client service, comprehensive financial planning, investment support, and operational excellence.
Outside the office, Kyle enjoys spending time with his wife and son, rock climbing, training for American Ninja Warrior-style obstacles, and blacksmithing. Whether he’s tackling a new challenge or crafting something by hand, Kyle enjoys opportunities to learn, grow, and apply creativity to everything he does.