Kyle Geschwender | Planning and Research Team
“I appreciate my colleagues’ convictions to serve the firm’s clients with the highest levels of personal commitment and integrity to their financial and personal well-being. I am very fortunate to see how much our clients value their long-term relationships with us. I try to bring that same level of professionalism and care to the teams I work with.”
Kyle joined the firm in 2021 after a 10-year career managing enterprise health care technology projects for Banner Health, Dignity Health and Cerner Corporation to work in an environment where he can make a more direct positive impact in people’s lives. He is a Certified Six Sigma Green Belt conferred by the American Society for Quality and he applies his Six Sigma project management skills in each client engagement. Kyle serves on the wealth management team for all client engagements.
Kyle Geschwender | Background
Kyle received his BSBA in Banking and Financial Markets from the University of Nebraska at Omaha, cum laude. He received his Postgraduate Diploma in Financial Planning from New York University School of Professional Studies. He passed the Certified Financial PlannerTM Board Exam in 2021 and is currently completing his 4,000 apprenticeship hours to become a Certified Financial PlannerTM professional. Kyle is a 2022 candidate for a Master of Investment Management and Financial Analysis from Creighton University. He is a candidate for Level I of the CFA exam.
When he is not working and studying, Kyle enjoys spending time with his wife and new daughter.
Kyle Geschwender | Professional Accreditation
- Investment Advisor Core Compliance Certificate
- Series 65 Uniform Investment Advisor Law Examination
Kyle is FINRA Series 65 licensed and is a member of the National Association of Personal Financial Advisors and the Phoenix Chapter of the Financial Planning Association.
Kyle Geschwender | Education
- Master of Investment Management and Financial Analysis (2022 Candidate)
Heider College of Business
- Postgraduate Diploma in Financial Planning
New York University
School of Professional Studies
- University of Nebraska at Omaha
BSBA in Banking and Financial Markets, cum laude