Kyle heads our office in Athens, Georgia, and focuses on helping families and small businesses achieve their financial goals. He has more than 20 years of experience in banking and finance, with the past 10 in financial planning, and offers guidance in investment management, retirement planning, risk management, and more. Estate and tax planning are also part of the comprehensive services offered through our firm. Kyle earned a B.A. in History from Duke University and an MBA with a concentration in Business Economics from Georgia State University. He is also a Certified Financial Planner™. Before joining Sugarloaf Wealth Management, Kyle spent five ye