Call Us Today at (513) 506-0272!

Kyle has always strived to make an impact by helping others.

His passion for wealth management stems from seeing how holistic financial plans can empower clients to reach their financial goals and objectives.

As an Associate Wealth Advisor, Kyle is an integral member of Benchmark’s advisory team. Kyle directly supports lead advisors and clients as the point-person for critical tasks and keeping initiatives on track. Kyle also is responsible for trading, rebalancing, and creating financial plans. 

Kyle’s background in financial services and wealth management includes internships at Fidelity, Northwestern Mutual, and Johnson Investment Counsel. He earned his Bachelor of Business Administration Degree in Finance and Marketing with a minor in Business Analytics at the University of Cincinnati where he graduated summa cum laude. Kyle also was a member of the Carl H. Lindner College of Business’s Circle of Excellence Honors Program.

Kyle grew up in Cincinnati, Ohio, where he still lives, and attended Elder High School where he graduated as the school’s Salutatorian in addition to playing football and basketball and running track and field. He enjoys playing the guitar, film, staying active in sports, and coaching whenever he can.

  • Earned the Series 65 licensure to become an Investment Advisor Representative in 2023
  • Holds Ohio and Indiana Life, Accident, & Health Insurance Licenses
  • B.B.A. in Finance and Marketing, Minor in Business Analytics from the University of Cincinnati
  • Circle of Excellence Honors Graduate from the University of Cincinnati Carl H. Lindner College of Business
  • Graduated summa cum laude from the University of Cincinnati
  • Salutatory Award – Elder High School
  • Archbishop Elder Memorial Award– Given to the student who best exemplifies the type of graduate Elder aims to develop
  • Ronald McDonald House
  • St. Jude Parish
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Call Us Today at (513) 506-0272!

Address: 4755 Lake Forest Drive, Suite 220, Cincinnati, OH 45242