Meet Kyle
Kyle is a Wealth Advisor based in Portland, Oregon. He joined Mercer Advisors in 2025 after serving as an advisor at Deschutes Investment Consulting for four years and at Empirical Wealth Management for two years. Prior, he had a career as a data analyst for eight years. Kyle is a CERTIFIED FINANCIAL PLANNER® professional and an Accredited Portfolio Management Advisor. He earned a B.S. degree in finance and economics from Oregon State University.
Kyle’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Kyle has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Guiding clients through living in retirement with steady income and smart planning
- Complexities of inherited wealth, from taxes to legacy
- Advising tech professionals, including clients at Nvidia, Apple, Meta, Google, Tesla, and Amazon
- Advising physicians with insurance, debt, and investment strategies
His working style
Kyle’s working style combines methodical thoroughness with data-driven decision making, while maintaining an educational approach that helps clients understand complex financial concepts. He collaborates rather than prescribes, readily incorporating client preferences and adapting quickly when assumptions need adjustment. With a balanced perspective on risk and forward-looking strategies, Kyle builds trust through his professional yet approachable manner.
Kyle in real life
What keeps you busy outside of work?
My wife Kim and two young children Eden and Titus.
Favorite thing about where you live?
Being able to sample as many of the amazing restaurants Portland has to offer.
What makes you tick?
Learning about new things and helping others.
Kyle’s snapshots
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