Kyle Nickerson, CFP®, CIMA®
WEALTH MANAGER
As a CERTIFIED FINANCIAL PLANNER™ and CERTIFIED INVESTMENT MANGEMENT ANAYLST™, Kyle Nickerson 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.
Kyle Nickerson, CFP®, CIMA®
WEALTH MANAGER
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.
A CLOSER LOOK AT
Kyle Nickerson
Kyle graduated from Sam Houston State University with a BBA in both Finance and Banking and Financial Institutions. Kyle grew up here in The Woodlands and currently resides in the Spring area with his wife, Tiffany, and their children, Beckham and Presley. In his free time, Kyle loves to travel and attends several Houston Texans and Rockets games throughout the year.
Fun Fact: Kyle is 4 inches shorter than his twin brother but is 4 minutes older.
A CLOSER LOOK AT
Kyle Nickerson
Kyle graduated from Sam Houston State University with a BBA in both Finance and Banking and Financial Institutions. Kyle grew up here in The Woodlands and currently resides in the Spring area with his wife, Tiffany, and their children, Beckham and Presley. In his free time, Kyle loves to travel and attends several Houston Texans and Rockets games throughout the year.
Fun Fact: Kyle is 4 inches shorter than his twin brother but is 4 minutes older.
Our most valuable asset as a firm is the clients we serve.
Get in contact with us using the email or phone number below to get a conversation started. Looking to meet soon? Use the scheduling calendar to book a slot with our team. We’ll call to confirm the meeting and get relevant information so we can get the right experts at the table.
(832) 789-1100
Our most valuable asset as a firm is the clients we serve.
Get in contact with us using the email or phone number below to get a conversation started. Looking to meet soon? Use the scheduling calendar to book a slot with our team. We’ll call to confirm the meeting and get relevant information so we can get the right experts at the table.
