I take great pride in working with our Plan Sponsors and Participants to oversee and create an efficient and successful retirement plan for all. Retirement plans have many moving parts and our goal is to build long term trusting relationships with our clients and serve as the primary contact to ensure the retirement plan is the valued benefit it was intended to be.
Kyle works out of our Columbus, OH office and is the primary fiduciary manager for many of the Corporate retirement plans at Schneider Downs Wealth Management Advisors, providing fiduciary guidance to plan sponsors and committees. Beginning his career in the brokerage world, Kyle’s dedication to acting in the client’s best interest led him to SDWMA. Kyle plays a key role with plan sponsors in terms of investment menu oversight, plan design, fiduciary governance and participant metric reviews. He also works with participants and individual clients with a focus on retirement planning and asset allocation investment strategies.
Kyle lives in Dublin, OH with his wife, Beverly, his daughter, Reagan, and stepchildren, Haley and Colin. He enjoys spending time with his family outdoors and playing golf.
Certified Plan Fiduciary Advisor
Accredited Investment Fiduciary™
Qualified 401(k) Administrator
Nonqualified Plan Consultant ™
B.S. in Family Financial Management, The Ohio State University
Member, National Association of Plan Advisors (NAPA)
Affiliate, American Retirement Association (ARA)
Member, American Society of Pension Professionals and Actuaries (ASPPA)
Member, Fi360
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Email us: sdwealthmanagement@schneiderdowns.com
Schneider Downs Wealth Management, LP (“SD Wealth Management” or “SDWMA”) is an SEC Registered Investment Advisor specializing in the Investment Management and Financial Planning Services for Individual Investors; Investment Management and Investment Committee Services for Institutions and Non-Profits; and Corporate Solutions and ERISA Fiduciary Services. Registration with the SEC does not imply any level of skill or training.
© 2024 Schneider Downs & Co., Inc. Maryland license number 35239.
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