Broker Check
Kyle Kelley

Kyle Kelley

Owner, Vice President - Interactive Planning & Investment

Kyle has been serving clients of Family Capital Management through integrative, interactive planning and investment management strategies since 2013. Prior to his tenure at FCM, he served 4 years in the United States Navy as a Logistics Specialist from 2009 to 2013. He was stationed in Norfolk, Virginia and was attached to a newly commissioned destroyer. He served as one of the ship’s 2 master helmsmen, but primarily focused on preparing and reviewing financial budgets and metrics. He started at FCM in 2013 upon his honorable discharge from the Navy. He worked full-time, while earning his bachelor’s degree in finance with a focus on analytics from Grand Valley State University, which was completed in 2016. During that same time-frame he earned his Series 7, Series 66, and Life Insurance Licenses.

Kyle is an owner at Family Capital Management, leading our integrated and interactive process “Planning with Purpose”.  His passion and focus for his work are rooted in the lives we serve. His analytical background prepared him well to serve as the key investment strategist at FCM. His technical skillset, combined with his ability and desire to translate the complexity of our financial lives to a point of action and understanding, is unique.

Kyle is a devoted husband to his wife Lisa. Their 5 children include Victoria, Alexia, Olivia, Kora, and Kenton. When he’s not crunching numbers and mapping dreams, he is making memories with his family and loved ones. His teenage daughters love hearing his trumpet blaring at 8:30am on Saturday mornings.

“With all that I have been given and entrusted, it is my responsibility and passion to help others find their joy and purpose.”

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.