Speaker Biography

Kyle is a passionate and highly motivated financial professional known for his curiosity and relentless pursuit of knowledge. With a keen interest in the ever-evolving fields of financial planning, investing, and taxation, he finds excitement in continually learning and tackling new challenges. Inspired by biographies and real-world experiences, Kyle applies these lessons to deliver insightful and practical advice to his clients and audiences alike.

Dedicated to helping others reach their full potential, Kyle works with individuals of diverse backgrounds and ages, tailoring financial strategies to meet their unique goals. He firmly believes that financial education is essential for making informed decisions, and he is committed to empowering clients and audiences with the tools and knowledge necessary for success.

A graduate of Creighton University with a degree in financial planning, Kyle earned his CERTIFIED FINANCIAL PLANNER® (CFP®) certification—an industry mark of integrity and excellence. He is currently part of the team at Reify Wealth Advisors, working as a fiduciary to ensure clients' best interests are always maintained.

Active in his community, Kyle is a member of the Young Professionals of Central Indiana and the Financial Planning Association’s Planners Club, where he collaborates with peers to advance the profession, develop innovative solutions, and enhance industry standards. He also serves on the Board of the Franciscan Health Lafayette Auxiliary board, supporting initiatives that benefit the hospital community and beyond.

Whether speaking to professional associations, community groups, or social clubs, Kyle brings enthusiasm, expertise, and practical insights to inspire and educate audiences about personal finance and financial well-being.

Speech Topics

Budgeting Basics and Savings Strategies – While budgeting does not look or feel the same for everyone, the foundational information Kyle discusses is a universal starting point. He covers topics like why budgeting matters, various budgeting approaches, and tools you can use, in addition to sharing information on savings strategies and emergency funds.

Managing Debt and Responsible Use of Credit – Debt, especially high-interest debt, can feel daunting when it prevents you from achieving other financial goals. Understanding how to tackle debt and manage credit is crucial to improving financial well-being.

Financial Planning Basics (Getting Started) – Kyle lays out the groundwork for what financial planning means and how it can help make the path to retirement or other financial goals more clear. He touches on the various parts of a comprehensive plan and how they interact.

Retirement Planning – Kyle digs deep into the strategy of retirement and the various considerations. He also touches on his approach to retirement planning and how it serves as a guideline for other financial planning he does.

Understanding Insurance – Kyle covers the major types of personal and group insurance from the perspective of a financial planner. Since our firm does not sell insurance, he is most concerned about educating on proper coverages, coverages that are often overlooked, and how insurance fits into the context of a comprehensive financial plan.

Estate Planning – This is an introduction to the estate planning documents he most frequently sees. While Kyle is not an attorney, he has an understanding of various estate planning documents and tools that are helpful when constructing a comprehensive financial plan.

Employee Benefits – Kyle discusses common employee benefits and can provide guidance on specific benefits offered by a given company. Oftentimes, he sees clients fall into one of two camps: selecting all benefits or selecting no benefits. He likes to educate people so they can make more intentional employee benefit decisions.

Tax Planning – Kyle covers the basics of the current tax forms and how various financial decisions can affect taxes. Taxation is a major consideration in a comprehensive financial plan, so he will highlight various topics that may have hidden tax complications.

Education Planning – While saving for education is a big part of the picture, so is setting appropriate expectations and knowing all the available options for students. Kyle wants people to feel comfortable with the process and not get stuck in many of the common traps and misconceptions.

Strategies for a Smarter College Search – This is specifically for those helping fund college education for students who are currently in high school. Kyle discusses basics about saving for education, but also works through common misconceptions and helps highlight major milestones and steps to take during the college application process.

Raising Moneywise Kids – Many times, sharing knowledge with the next generation is more impactful than sharing your money with them. Kyle discusses various resources and strategies for involving kids in money conversations and money decisions (good or bad) so they get a handle on major financial topics before they need to address them as adults.

Investing – The world of investments has a lot of acronyms and confusing language that can be difficult to piece together. Kyle presents the various types of accounts and how they function. We also cover what various types of investments mean and what affects their value.

Fees

• No booking fee for virtual (webinar) or in-person events

Travel

• Travels from Indiana

• Travel expenses reimbursed