Broker Check
Kyle Kelley

Kyle Kelley

Financial Advisor

Kyle started with Family Capital Management in 2013. He serves as an Advisor, Planner, and Investment Strategist. His business philosophy and value proposition has everything to do with goals-based planning as a basis for all recommendations. Once a properly allocated portfolio is constructed in the best interest of the client, it is continually monitored to ensure it is on track to meet the end goals. Kyle develops sophisticated financial plans that will estimate how long your savings will last and/or how much you should be saving to comfortably reach your desired goal.

Kyle believes that treating people as you would like to be treated is not just an old saying, but a pillar for building strong and lasting relationships. He focuses on serving his clients with integrity, respect and honesty. He is genuinely passionate about the people and the capacity in which he has been trusted to serve them.

Kyle and his wife, Lisa have 5 kids (4 girls & 1 boy) ranging in age from 3-18. He is on the praise & worship team and involved in the children's ministry at his church. Kyle enjoys spending time with his family and playing the trumpet.

Education

Kyle has earned his Bachelor's in Business Administration with a focus on Financial Analysis from Grand Valley State University. He served 4 years in Active Duty in the United States Navy. He was a Logistics Specialist, with an emphasis on finance and accounting. He has completed his Series 7, General Securities Representative and 66, North American Securities Administrators Association (NASAA) Uniform Combined State Law licenses as well as Life Accident & Health.