About

Kyle is the owner, founder, and financial planner for 320 Life and spent over 20 years in financial services having worked in finance at summer camp and in the lending industry, including at two of the largest Credit Unions in the country, and spent 6 years as a contractor doing financial counseling for US military servicemembers. 

I am proud of the work I have done in these areas and the people I have served and yet I wanted to do more for my clients and serve while minimizing bias as much as humanly possible. At a bank or credit union the employee is expected to sell products. In traditional investment advising the advisor is expected to promote managed accounts or is compensated based upon selling a product. Even with military financial counseling, while bias was reduced, it was reduced by taking certain discussions off the table such as investment advice. With 320 Life, I have built a business model that allows me to discuss all areas of finance without any significant bias. With 320 Life you deal with me. You do not have phone trees, associate advisors, or assistants. You know exactly who is on the other side of the phone or email.

320 Life Financial Planning is devoted to helping you develop a strong financial plan and portfolio. 320 Life does not take custody or discretion of your money. Instead you pay for the time we work for you. In most situations this arrangement gives you a far lower cost, and you still get the same professional and credentialed advice. As a bonus you do not lose control of your assets.