Financial Planner

Kyle is a curious and highly motivated individual with a thirst for knowledge. His mind is constantly active, seeking new information and approaching topics from different perspectives. As the realms of financial planning, investing, and taxes continue to evolve, Kyle finds excitement in the constant growth and the challenges that come with it. There is always something new to learn! He finds inspiration in reading biographies and learning from the experiences of others. He is always working to apply those lessons in his work and his own life.

Kyle strives to make the best of every scenario and help nurture things to their full potential. He works with clients of all ages and backgrounds, providing tailored financial advice and guidance to help them achieve their goals. He believes that financial education is essential, and he is committed to empowering his clients and others with the knowledge and tools they need to make informed decisions and achieve their financial goals. 

He is driven by efficiency and seeing growth in his work, which encourage him to take on new challenges and seize opportunities as they arise. After graduating from Creighton University with a degree in financial planning, Kyle worked as an investment advisor and tax preparer before earning his CERTIFIED FINANCIAL PLANNER® (CFP®) certification, the gold standard of ethics and excellence in financial planning. He works with the team at Worley Erhart-Graves Financial Advisors, and partner tax firm Smitson Erhart-Graves Tax Advisors, to serve as a fiduciary for clients and provide financial planning and investment advice that is always in the best interest of our clients. 

Outside of work, Kyle and his wife, Emily, enjoy creating new adventures for their daughter Anna (2024) and traveling. Kyle also enjoys outdoor activities, particularly fishing and sports, such as soccer, golf, and pickleball. He grew up loving cars and has an appreciation for motorsports like Indy Car racing and Formula 1. Kyle is a volunteer and volunteer coordinator at The Sylvester Family Farm in Sheridan, IN that provides their church's food pantry with fresh produce. Kyle also serves as a board member on the Franciscan Health Lafayette Auxiliary Board, supporting the fundraising and various projects that benefit the hospital and its patients, students, and employees. Kyle is always looking for opportunities to expand his impact on his community and empower others to do the same. He is a firm believer in the power of community and enjoys giving back in any way he can.