Kyle Whalley

As our team’s Managing Partner and Wealth Advisor, Kyle enjoys cultivating a relationship with each of his clients and putting their needs first in all his decisions. His ability to create meaningful relationships, and to make complex concepts simple to understand, helps set him apart as a professional.

A graduate of the University of Northern Iowa with a bachelor’s degree in music education, Kyle also has a master’s degree from UMKC. His background in education, along with his years of experience within the financial services industry, help Kyle in his pursuit of ensuring clients not only have investments, but they understand them fully.

In his spare time, Kyle and his wife follow their boys on the baseball field throughout most of the warm weather. When it’s not baseball season, he tries to sneak away to his shop to work on his latest woodworking project. He and his wife also spend time working on their house and yard to try and keep up with the chores of living in the Midwest.