Kyle Nickerson, CFP®, CIMA® is a CERTIFIED FINANCIAL PLANNER® professional and Certified Investment Management Analyst® who delivers advanced, fiduciary-focused strategies in retirement, investment, tax, and estate planning. Since entering the industry in 2014, Kyle has brought a passion for both learning and teaching that enhances the client experience and supports the firm’s collaborative culture. He serves on the firm’s investment committee and has extensive experience working with leading custodians, including Charles Schwab, Fidelity, Voya, Empower, and Vanguard. Kyle completed the CERTIFIED FINANCIAL PLANNER® program through the College for Financial Planning and the Certified Inves