Kyle draws on his experience and knowledge to keep the Jackson/Roskelley Wealth Advisors investment program running efficiently and compliantly while allowing its team of financial advisors to maximize their focus on helping clients. He has held a variety of roles in over 20 years of experience in the financial services industry, with the common thread being his knack for clear communication. As a Senior Wealth Advisor, Kyle works closely with his clients to build a tailored financial plan and investment strategy that addresses their goals. Through his comprehensive financial planning process, he is able to customize the plan while including ideas for tax efficiency, risk management and retirement strategies. His versatility, attention to detail, technology know-how and relationship-building skills make him an asset to the team.
He joined the practice in 2015, drawn by its values of independence and integrity. Before that, he served as a senior estate service specialist at Charles Schwab for seven years and as director of new accounts for Fox & Company. He graduated cum laude from Northern Arizona University in Flagstaff with a bachelor’s degree in business administration.
Staying involved in the community is a priority for Kyle, a third-generation native Arizonan. He is a past president of his children's school's PTO and current president of the Athletic Booster Club along with being a volunteer coach for his children’s various sports leagues.
In his free time, he enjoys traveling and spending time with his wife, Jessica, and their children, Collette and Cameron. His hobbies also include off-roading, weightlifting and watching his favorite football team, the Dallas Cowboys.