Kyle brings 16 years of experience in the financial services and insurance industry to Tax Advantage Protection Group. Before joining, he was a wholesaler at Lincoln Financial for 13 years, where he helped financial advisors and their clients in the independent, bank, and wire-house channels throughout the Mid-Atlantic states. This experience developed a keen understanding of extended care and legacy planning with thousands of advisors and their clients.
Kyle focuses on long-term care and life insurance planning, emphasizing the power of brokerage-unbiased selection. He wants to ensure that you feel fully supported in your financial goals. He believes his role is not just about providing services but building strong and lasting relationships that lead to shared success.
When he's not working, Kyle enjoys a variety of interests. He's a martial arts enthusiast, a fitness buff, and a passionate traveler. He's also a dedicated fan of his Philadelphia sports teams and cherishes quality time with his family and friends.