In his new role as Associate Wealth Advisor, Kyle will take on additional responsibilities, including deeper involvement in trading and rebalancing portfolios, developing comprehensive financial plans, and further integration into client relationships.

Kyle will also be leading firm initiatives in second-generation financial education, investment research, and financial planning and investments for Foundational Planning clients. The foundational planning offering is aimed at helping younger clients create a solid financial footprint and plan, without the need for a minimum level of investable assets. These added duties underscore our confidence in Kyle’s ability to lead and drive future success at Benchmark.

“Kyle has consistently gone above and beyond since joining our team,” said David Eltringham, Sr. Wealth Advisor and co-founder of Benchmark. “His dedication to excellence, follow-through, and client service makes him a natural fit for this promotion. We are excited to see him continue to grow as a leader and contribute to our firm’s mission of helping our clients develop confidence in their finances. No matter what life throws at them, they know we have them covered and their best interests at heart.”

Please join us in congratulating Kyle on this well-deserved promotion. We look forward to the continued impact he will make at Benchmark.

About Benchmark Wealth Management
Benchmark Wealth Management is a premier financial planning and investment management firm dedicated to helping individuals and families achieve their financial goals. Through a client-first approach, we deliver tailored strategies designed to create lasting value and financial security. For more information, visit www.benchmark-wealth.com.