The Lead Advisor is responsible for direct ongoing communication with you to ensure your plan always stays on track. Coordinates and updates the plan during the review and monitoring phase of your retirement plan. Reviews your progress toward success on all aspects of your plan through multiple meetings each year.
Kyle joined Osiwala Financial Group after absorbing seven years of experience within the financial industry. Kyle's life journey through the financial markets provides him with the in-depth knowledge of theories and experience necessary to provide the right advice for the clients he works with on a daily basis. Kyle graduated from Cornerstone University with a Bachelor of Arts in Finance and captained the men's soccer team. Kyle has passed his Series 7, 9, 10, 63, and 65 securities exams and his exams for Life, and Health insurance products. When Kyle is out of the office, he can often be found spending time with his wife and children, attending church, fly-fishing, hunting, golfing, or cleaning up the house. Kyle has lived in Kentucky, Missouri, and Michigan.
Favorite Book: Freakonomics
Favorite Restaurant: Ken’s Country Kitchen
Favorite Sport: Football
Favorite Actor/Actress: Jim Caviezel
Favorite Weekend Destination: “Up North”