Kyle is a seasoned Investment Advisor and the Co-Founder & Managing Partner of Tennyson Advisory Group. With 20 years of industry experience, he leads the firm's strategic vision and oversees the Financial Planning Team, helping to ensure the creation of tailored solutions that empower clients to pursue their most important financial goals.
Specializing in comprehensive financial planning, tax strategies, and investment management, Kyle focuses on serving high-net-worth individuals and families. He has developed a niche working with Entrepreneurs, Executives, and Professionals, with a particular emphasis on Pre-and Post-Exit Planning for business owners navigating major financial transitions.
Kyle and his team firmly believe that a panoramic view of a client's entire financial picture is essential before effective financial advice can be given. This philosophy is the foundation of Tennyson's financial planning process, The TAG FORMula, which provides a structured, holistic approach to wealth management that is designed to put all the pieces of a client's financial puzzle together.
Kyle earned his Bachelor of Business Administration from the University of Mississippi in 2004, majoring in Managerial Finance with an emphasis in Investment Analysis, Insurance & Risk Management, and a minor in Real Estate. He holds multiple industry designations, including Chartered Retirement Planning Counselor (CRPC®), Accredited Asset Management Specialist (AAMS®), and Accredited Wealth Management Advisor (A WMA®). Additionally, he is a former President of the Rebel Club ofDFW, the Dallas-Fort Worth Alumni Chapter of Ole Miss.
Residing in Allen, TX, Kyle enjoys spending quality time with his wife, Teresa, and their son, Asher and their dog, Murray. He enjoys playing golf, although he is not great at it, and loves traveling to create meaningful shared experiences with his family.