Meet the Team

As a CERTIFIED FINANCIAL PLANNER™ and CERTIFIED INVESTMENT MANGEMENT ANAYLST™, Kyle brings advanced retirement and investment solutions to our clients. He has worked alongside Rhame and Gorrell Wealth Management’s Managing Director, Jeffrey Rhame, since 2014 and excites our firm with his passion for learning and teaching, characteristics that serve him and our clients well.

Kyle completed his CERTIFIED FINANCIAL PLANNER™ program at the College for Financial Planning and his CERTIFIED INVESTMENT MANAGEMENT ANALYST™ program at the Yale School of Management and holds the CFP® and CIMA® designations. He graduated with a BBA from Sam Houston State University and double majored in Finance and Banking and Financial Institutions. As a Wealth Manager, he watches over and executes many of the day-to-day tasks for both clients and prospective clients. Kyle is responsible for trade executions on all our investment portfolios and serves on the firm’s Investment Committee. He has taken lead on many projects including; Custodian Conversions, Client Relationship Manager Conversions, training and implementation of our CRM, Performance Reporting, and Trading software, and setting up our client portal/mobile app. He has experience using some of the top custodians in the RIA industry including Charles Schwab, TD Ameritrade, and Pershing.

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