Kyle Walters, CFP®, CPWA®, CIMA®

As a child, Kyle got really into the Berenstain Bear’s book The Trouble with Money. Thirty years later, he is still obsessed with figuring out how much to save, spend, and give away.

An endless passion for entrepreneurship and helping others understand finance guides Kyle’s days, but the reason behind it all centers around maintaining and creating the best possible world for his three favorite girls ever: his wife, Jennifer and his daughters, Olivia and Claire. Kyle spends a fair amount of time hunting for spicy salsa around town and reading.