Kyle began his financial service career in 2019 as a financial consultant with Equitable Advisors. He graduated in May of that year from the University of Northern Iowa with a double major in Financial Management and Business Administration. He currently holds his FINRA Series 7, Series 66, and Life and Health Insurance Licenses. While he works with all sorts of individuals, Kyle’s career primarily focuses on helping educators and other Iowa Public Employees to prepare for retirement through 403b planning and helping to manage their IPERS benefits. Kyle holds the Certified Retirement Education Specialist (CRES) certification through the National Tax Deferred Savings Association (NTSA). He also is a credentialed "Holistic Financial Coach" through Colombia University.
Kyle became a partner with Bosch Financial in December 2023, joining Chad Bosch, Ryan Bosch, Joby Frey, and Spencer Reed. Kyle’s main focus is helping IPERS employees plan for their pension and enjoy a successful retirement. He takes pride in helping clients input solutions to achieve their goals and dreams, short term and long term. He enjoys working with clients at every step in the financial planning journey, whether they are just starting out, retiring soon, or have already retired. Kyle is actively involved in the National Association of Insurance and Financial Advisors (NAIFA), and a member of the local chapter board.
Kyle currently resides in Cedar Rapids with his wife Ellen and their three children, Lucy, Charlie, and George. When Kyle is not in the office, he enjoys golfing, watching sports, and spending time with family and friends. He is an avid Hawkeye and Broncos fan!