Believes finances are a tool to help people live intentionally, achieve their goals, and build a fulfilling life.
Joined Lido: 2025
Homebase: Salt Lake City, UT
Professional Focus: Kyle focuses on creating customized strategies around retirement planning, tax efficiency, and long-term wealth accumulation, always with the client’s bigger picture in mind.
Professional Designations: Certified Public Accountant
Education: B.A., Accounting, Brigham Young University; M.A., Accounting, Brigham Young University
Previous Work Highlights: Kyle began his career as a Tax Consultant at Deloitte before moving on to serve as an Associate Wealth Advisor at Olympus Wealth Management, prior to its partnership with Lido in 2025.
Personal Facts: Outside the office, Kyle stays as active as possible—often playing up to three different sports in a single day, including basketball, tennis, pickleball, disc golf, and soccer. He enjoys spending time with his friends and family, as well as traveling and all things personal development.
