Kyle has been in the financial services business since 2006, joining Meld Financial in January 2007. Kyle was promoted to President of Meld Financial in 2021 and continues to service Meld’s individual clients with their investment portfolio needs. In addition, Kyle oversees Meld’s Investment Department, focusing on design and implementation of investment plans for clients. Kyle also maintains our investment platforms, including Meld’s mutual fund portfolios, bond ladders, and stock portfolios.