Kyle founded Old Line on a simple belief: people who work hard, take risks, and build real businesses deserve access to top-tier financial ideas and thoughtful planning—without the corporate hierarchy, jargon, or product-driven culture that too often accompanies them.

Kyle began his career in a traditional wirehouse environment and later transitioned to Prudential, a Fortune 50 firm, where he continues to operate today. Through that experience, he gained access to institutional-level resources, research, and advanced planning strategies, while also seeing firsthand how disconnected large financial organizations can feel to real people. Old Line Wealth Partners was created to combine the rigor and capability of that platform with a more personal, community-rooted approach—delivering sophisticated planning in a way that feels relatable, grounded, and trustworthy.

As a CERTIFIED FINANCIAL PLANNER™ professional, Kyle places planning at the center of every client relationship. Clients rely on him as the central point of judgment and coordination in their financial lives. When questions arise—whether driven by market noise, outside advice, or major life decisions—clients bring them to Kyle first. His role is to simplify complexity, filter misinformation, and help clients evaluate what truly fits their goals, ensuring decisions are intentional, coordinated, and appropriate for each client’s situation.

Outside of work, Kyle’s life is centered around his family and deep local roots. He grew up on a farm in Maryland and is now raising his own family on the same property with his wife, Katie. Time outdoors plays a big role in their life together—gardening at home, hunting in the fall, and spending summers fishing along the Delaware beaches.