Meet Kyle
Kyle is a Financial Planner based in Cincinnati, Ohio. He joined Mercer Advisors after earning a Master of Accountancy degree from Miami University. He began his career in financial services when he served as an intern for a firm that helps physicians with financial planning. Kyle is enthusiastic about helping people take care of their finances and achieve Economic Freedom™ to live a happy, healthy life.
His working style
Kyle’s working style is analytical, level‑headed, and rooted in thoughtful problem‑solving. He approaches complex challenges by breaking them into manageable steps and believes consistent progress, guided by a well‑considered plan, leads to better long‑term outcomes. Known for being dependable and collaborative, Kyle values direct communication and addressing issues early, helping clients navigate decisions with clarity, confidence, and a steady sense of direction.
Kyle in real life
What keeps you busy outside of work?
I like to fish and lift weights outside of work, as they allow me to be active and give me a chance to mentally reset.
Any words you try to live by?
One step at a time. I believe consistency is vital to achieving your goals.
What makes you tick?
Setting goals, working toward them, and seeing my progress and growth over time.
Kyle’s snapshots
Meet Kyle’s Teammates
Brandon Williams
Financial Planner
What Kyle Says
Brandon is a great teacher and mentor, and he has shown me many things to help me make better recommendations to clients, whether that be tax planning or helping clients manage their assets.
Kyler Carson
Financial Planner
What Kyle Says
Onboarding and learning new systems and processes can be intimidating, but Kyler helps me work through these so I can effectively use Mercer Advisors systems to help make better recommendations.
Haana Frank
Director, Financial Planning
What Kyle Says
Haana has taught me so much about using all of the Mercer Advisors resources to their fullest extent so that I can create the most accurate picture possible of a client’s financial situation. This helps me create more intricate and tailored recommendations for clients.
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