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 R. Zeller, CPFA®, AIF®, QKA®, NQPA™

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. 

Professional Licenses & Designations

Certified Plan Fiduciary Advisor

Accredited Investment Fiduciary™

Qualified 401(k) Administrator

Nonqualified Plan Advisor™


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)

Member, American Society of Pension Professionals and Actuaries (ASPPA)

Member, Fi360

Want to stay informed?

Let us do the heavy lifting.

What can we help you with?

Subscribe to our Newsletters!


Gain access to exclusive content from our team of advisors.

Interested in receiving the latest updates from our investment team on what’s going on in the markets? Or maybe you could use some information on the fundamentals of building a successful financial plan. Sign up today to stay in the know!