Hi, I’m Kyle.
Personal: I’m originally from Utah, but currently live in San Antonio, Texas, with my beautiful wife (married since 1998) and two of my three amazing daughters (one is off to college). I play pickleball regularly and am an avid fisherman. Most of my fishing is nowadays is along the Texas coast, for Redfish, Black Drum, and Speckled Sea Trout. But I still take opportunities to fly fish for trout on rivers in the U.S. and jig for Lake Trout in Canada. I love the outdoors, backpacking, camping, and breathing fresh air. I am a man of faith, believe in God, and try to live my life in harmony with the principles of the Gospel of Jesus Christ.
Professional: I graduated from Utah State University in Logan, UT. But have never stopped learning. I read about 20 books per year, mostly in the genres of Biography, Auto-Biography, History, Personal Finance, Business, and Self-Improvement. I love sharing what I learn with my clients, striving to pass on principles that have helped the most successful people in the world to become such. I am the owner of Unique Advantage and Fiveth (an organization I created for the purpose of training financial advisors to become Principles-Based Financial Planners). I am the creator of the Personal Financial Snapshot software and the Principles-Based Planning Process. I am also the author of Principles-Based Planning: A Better Approach to Financial Planning. I was certified through the Certified Financial Planner Board of Standards for twenty one years. I am a practicing Principles-Based Financial Planner™. I’ve had the privilege and opportunity to work with hundreds of clients of various income levels, ages, and occupations throughout the United States. Although I am happy to work with anyone who is willing to learn our Principles-Based approach, I especially love working with business owners, dentists, and oral surgeons, because they know their best investment is themselves. I currently have clients in more 18 states across the U.S. 100% of my meetings are done by remote meeting, which means I can help anyone, no matter where they live in the country. I absolutely love what I do and never see myself wanting to stop. I am blessed with the best clients in the world who all have the objective of becoming and remaining financially free. I am lucky to be a part of their lives.
