Co-Founder, CEO & CCO
As President & CEO, Kyle is responsible for leading UX Wealth Partners' team of dedicated industry experts. He focuses primarily on business strategy, organizational management, platform & product development, and distribution strategy. With nearly two decades of industry experience, Kyle has an intimate understanding of today’s advisors, the technologies needed to modernize their businesses, and the transformative investment tools that power the UX Wealth Partners platform.
Prior to co-founding UX Wealth Partners in 2020, Kyle served in various roles and departments – ranging from external wholesaling to running the wealth management platform – at Jackson National and their subsidiaries, a Nashville based insurance and retirement company. He graduated from San Diego State University’s College of Business. As a captain of the San Diego State soccer team, Kyle earned academic all-conference honors.