" Being on-site and working with our Retirement Solutions participants is a value added service that our clients appreciate. Providing employee education is something our firm takes great pride in. "

Kyle R. Zeller, CPFA, AIF®

Kyle works out of our Columbus, OH office. He is the primary relationship manager for many of the retirement plans at Schneider Downs Wealth Management Advisors, and provides fiduciary guidance to plan sponsors and committees. Beginning his career in the brokerage world, Kyle’s dedication to act in the client’s best interest led him to SDWMA. He shares the responsibility for providing on-site investment advice, education, and service to participants with other members of his team, and is active with ongoing communication and education, with a focus toward explaining the importance of retirement planning and asset allocation investment strategies. You will often find Kyle visiting plan sponsor sites to work with participants each quarter, and he is always available for additional personal planning discussions at any time.

Kyle lives in Dublin, OH with his wife, Beverly, and his daughter, Reagan, and stepkids, Haley and Colin. He enjoys playing golf and spending time with his family outdoors.

Professional Licenses & Designations

Certified Plan Fiduciary Advisor

Accredited Investment Fiduciary™

Education

B.S. in Family Financial Management, The Ohio State University

Memberships and Associations

Member, National Association of Plan Advisors (NAPA)

Affiliate, American Retirement Association (ARA)

contact us

Map of Pittsburgh Office
Pittsburgh

One PPG Place, Suite 1700
Pittsburgh, PA 15222

sdwealthmanagement@schneiderdowns.com
p:412.697.5200     f:412.261.4876

Map of Columbus Office
Columbus

65 East State Street, Suite 2000
Columbus, OH 43215

sdwealthmanagement@schneiderdowns.com
p:614.621.4060     f:614.621.4062

Map of Columbus Office
Washington, D.C.

1660 International Drive
McLean, VA 22102

sdwealthmanagement@schneiderdowns.com
p:412.697.5200     f:412.261.4876