Kyle Woodbury

Client Service Associate

Kyle Woodbury is a skilled and dedicated client services specialist, who will soon graduate from the University of Utah with a degree in finance. Kyle's passion for finance and investment is evident in his commitment to ongoing learning, including his completion of the securities Industry Essentials exam and ongoing study for the series 65 exam.

Kyle's responsibilities include studying market conditions, selecting appropriate funds, and fostering client relationships, with a focus on providing personalized advice that meets each client's unique financial objectives. He's also a family man, married to his high school sweetheart and eagerly anticipating the arrival of their first child in August. In his free time, Kyle enjoys playing sports and board games, staying active and engaged with his community.

With his expertise in finance and his personal dedication to his clients' financial success, Kyle is a valuable partner for anyone seeking to achieve their financial goals. He is committed to providing exceptional service and advice, building long-lasting relationships that help his clients thrive