Kyle guides prospective clients through the process from their initial inquiry through becoming a client. She works closely with clients to answer questions, coordinate consultations, and help them navigate the steps involved in getting started with their estate planning.

With more than five years of experience in project management, Kyle brings an organized, detail-oriented, and client-focused approach to the firm. She also contributes to business development and process improvement, with a focus on anticipating client needs and creating a smooth, supportive experience for clients.

Kyle graduated summa cum laude with a BS in Accounting.