Kyle Fitzpatrick

Kyle is a CERTIFIED FINANCIAL PLANNER™ professional as well as a Certified Plan Fiduciary Advisor.

Kyle is from Lincoln, Illinois where he grew up. Kyle spends his past time with his better-half, Sammy, and their twin Husky/ Chihuahua mix dogs. He enjoys staying active outside of work and is a 6 handicap on the golf course.

Kyle started investing in college where he co-founded an investment real estate LLC. Kyle has successfully flipped over 10 properties and had as many as 10 rental doors at one time. Ask him about the real estate investment calculator he built to analyze potential deals.

Kyle admittedly added another metric to his investment real estate analysis because of the effort it required as a “passive investment”: Return on Hassle. This is where Kyle found the stock market to be a great addition to his career.

After college Kyle began studying & passing numerous exams and ultimately the rigorous CFP® Exam. This propelled his career to offer comprehensive financial planning that includes but is not limited to: Income tax Planning, Insurance Planning, Investment Management Planning, Retirement Income Planning, and Estate Planning. Kyle enjoys continuously studying and learning new things.

As a fiduciary Kyle enjoys getting to know his clients background, history, and goals. Kyle believes everyone needs an individualized, tailored, financial plan to best suit their goals and aspirations.