In June 2025, Kyle joined Brumbaugh Wealth Management as an Administrative Associate. In this role, he engages directly with clients, supports advisors in developing personalized financial plans, and contributes to the firm's strategic growth—particularly with a focus on serving young professionals in the region.
Driven, curious, and dedicated to delivering tailored solutions, Kyle brings a forward-thinking mindset that aligns with Brumbaugh Wealth’s commitment to client-focused service. He offers valuable experience from his three years at SEI, where he gained insight into innovative investment platforms and client service solutions, shaping his understanding of modern wealth management.
Kyle studied Economics at West Virginia University, enabling him to build a strong foundation in financial markets and research. Originally from the area, he now resides in Philadelphia. Outside of work, he enjoys golfing and spending time with family and friends.