Kyle has developed a diverse background in his 20 plus years in the financial services industry that helps him relate well to people from all walks of life. Kyle started his career in 2002 after graduating high school, to help him get through college. He began with a small Broker/Dealer as a maintenance man and, in short time, was promoted up the rankings. A Certified Financial Planner™ professional, Kyle plays a vital role on the Jackson/Roskelley Wealth Advisors team, as Managing Director, helping to keep the firm running smoothly and efficiently. He’s known for his versatility, attention to detail, technology know-how, relationship-building skills, and has a knack for communicating complex topics in clear terms.
Kyle 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 regular volunteer with various charitable organizations around the valley, including Harvest Compassion Center and Arizona Cancer Foundation for Children to name a couple. As a dedicated father, he currently volunteers as the PTO President at his children’s school and he spends his weekends coaching in their 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 exploring what Arizona has to offer in his Jeep Gladiator, weightlifting, and watching sports—mostly his favorite football team, the Dallas Cowboys.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.