Kyle McFarland is responsible for the direct communication and ongoing management of client financial plans and investment portfolio reviews. His expertise is in comprehensive financial planning, new client acquisition, and portfolio analysis.

Kyle has a BS in Finance from the University of Tennessee and is a Certified Financial Planner (CFP®) Practitioner. He has held several FINRA broker dealer licenses and is a Registered Investment Advisor Representative.

Kyle McFarland, CFP<sup>®</sup>
Hit enter to search or ESC to close