Kyle Nickerson, CFP®, CIMA®
WEALTH MANAGER
Kyle Nickerson, CFP®, CIMA® is a CERTIFIED FINANCIAL PLANNER® professional and Certified Investment Management Analyst® who delivers advanced, fiduciary-focused strategies in retirement, investment, tax, and estate planning. Since entering the industry in 2014, Kyle has brought a passion for both learning and teaching that enhances the client experience and supports the firm’s collaborative culture. He serves on the firm’s investment committee and has extensive experience working with leading custodians, including Charles Schwab, Fidelity, Voya, Empower, and Vanguard.
Kyle completed the CERTIFIED FINANCIAL PLANNER® program through the College for Financial Planning and the Certified Investment Management Analyst® program through the Yale School of Management. He holds both the CFP® and CIMA® designations. Kyle graduated from Sam Houston State University with a BBA and a double major in Finance and Banking and Financial Institutions.
A native of The Woodlands, Kyle now lives in Spring with his wife, Tiffany, and their children, Beckham, Presley and Tatum. Outside of the office, he actively volunteers—most notably through his involvement with Scouting America. In his free time, Kyle enjoys traveling and regularly attends Houston Texans and Rockets games.
Fun Fact: Kyle is 4 inches shorter than his twin brother but is 4 minutes older.
