Kyle earned his Bachelors Degree in Finance at Michigan’s Davenport University in 2017 and joined Equitable in 2018. He joined Trailhead Capital Management in July of 2024.
His primary focus is working with school districts and local municipalities with group retirement savings plans in Illinois and Missouri, while also providing holistic financial planning for individuals and their families in every stage of life.
Kyle and his partner, Savannah, are fitness enthusiasts and enjoy going to the gym together, as well as spending time as a family with their daughter, Evelyn. He also tries to carve out time for other activities such as golfing and hunting.
The named individual offers securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN), offers Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor and offers annuity and insurance products through Equitable Network, LLC. Equitable Network conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and Equitable Network are affiliated companies and do not provide tax or legal advice. Trailhead Capital Management Group, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed.
For more information about Equitable Advisors, LLC you may visithttps://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.