Kyle specializes in helping business owners, families, and individuals make confident financial decisions across every stage of growth and transition.

As a Certified Exit Planning Advisor® and Managing Partner at Strong Valley Wealth & Pension, Kyle combines deep technical expertise with a personal, strategic approach to helping business owners grow, preserve, and transition their wealth. With more than a decade of experience spanning value acceleration, tax-efficient planning, estate strategies, and exit readiness, he brings clarity and precision to complex financial decisions. His disciplined process helps clients preserve and expand their wealth while building businesses that are transferable, sustainable, and ready for what’s next.

A cornerstone of Kyle’s philosophy is trust, transparency, and long-term partnership. He believes successful wealth management is about more than numbers—it’s about integrity, connection, and shared purpose. These values are what drew him to Strong Valley, where he collaborates with a dedicated team to deliver customized strategies for clients ranging from high-net-worth families and executives to entrepreneurs, professional service firms, and medical practices.

Prior to joining Strong Valley, Kyle spent over a decade at Wells Fargo Advisors, where he served as Senior Vice President of Investments and was recognized every year from 2015 to 2021 as a Premier Advisor for consistently exceeding standards of growth, professionalism, and client service. Born and raised in Fresno, Kyle is deeply invested in his community. He has served on multiple nonprofit boards, including Youth for Christ, Ducks Unlimited, and the Kiwanis Club of East Fresno, and remains actively involved in his church and local sports organizations. Outside of work, Kyle enjoys hunting, fishing, and coaching his sons, Tanner and Hunter, alongside his wife, Shannon.