Kyle is a director with Baker Tilly’s private wealth practice. He has more than 15 years of experience working with high-net-worth individuals, business owners, executives, families with multigenerational wealth and family offices. Kyle works across Baker Tilly’s varied service offerings to develop forward-thinking, custom solutions for every client.
- Leads a team of accountants in providing comprehensive accounting services to high-net-worth families, ensuring their financial affairs are managed efficiently and effectively
- Assists in the development and implementation of optimized accounting strategies tailored to each client's unique needs, saving them time and enhancing their financial health
- Ensures the preparation of accurate financial reports and compliance with accounting standards and regulatory requirements, providing clients with peace of mind regarding their financial affairs
- Builds and maintains strong relationships with clients, providing exceptional client service and becoming a trusted adviser for their financial needs
- Provides forward-thinking consulting on family enterprise dynamics and how to mitigate potential issues, helping clients plan for the future and secure their legacy
- Develops and implements accounting strategies and operational improvements, ensuring compliance with any accounting standards and regulatory requirements
- Texas Society of Certified Public Accountants (TXCPA)
- American Institute of Certified Public Accountants (AICPA)
Location
Dallas – Plano, TX
Education
Master of professional accountancy
Bachelor of Business Administration in accounting
Stephen F. Austin State University (Nacogdoches, Texas)