Kyle is a Client Service Associate who joined the Holistic Team in May of 2025.
Before joining the team, Kyle built a strong foundation in financial services, where he discovered a passion for supporting both advisors and their clients through attentive, personalized service. His interest in wealth management is rooted in a desire to create seamless experiences that reflect each client’s unique financial journey. As a Client Services Associate, he is driven by the opportunity to build trust, anticipate client needs, and contribute to strategies that help individuals and families achieve their long-term financial goals.
Kyle grew up on Long Island and attended the University of Albany, where he earned his Bachelor's Degree.
In his spare time, Kyle enjoys watching football, golfing, and playing with his dog Louie.