Kevin Kyle
Creating Vision and Aligning Actions with Values!
- Role
- Principal at Three Cords Wealth Management Advisors
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
About Kevin Kyle
A Wealth Management Advisor in the Houston area, my mission is to help clients build…
Experience
Principal
Three Cords Wealth Management Advisors
Jul 2020 — Present · Houston, TX, US
As an independent financial planning and wealth management firm, we help high net worth individuals, families and business owners build, protect and manage their wealth today and for multiple generations to come. Our mission is to have a meaningful, long-term impact on our clients’ lives by providing financial guidance throughout every stage in life.Working as fiduciaries to our clients, it is our legal duty to put our clients’ needs first and act in their best interest while maintaining full transparency throughout the financial planning process. Our process starts with YOU. by fully understanding your family and its vision for the future. We want to document your hopes and dreams as a foundational way to track your progress. We then document your capital, how it\'s deployed, risks it\'s exposed to and how it\'s growing. We conduct a thorough analysis of your retirement goals and how your capital and income sources can be optimized for distribution. We work with your legal counsel to update your estate planning documents to ensure your wishes are carried out beyond your lifetime. We integrate your business assets in the plan including succession strategies.
Education
Louisiana Tech University
BS, Accounting
1985 — 1989
TCU Neeley School of Business
MBA, Business Administration and Management, General
1989 — 1991
Airline High School
Diploma
1981 — 1985
Skills
- Cross-Functional Team Leadership
- Forecasting
- Contract Management
- Management
- Enterprise Software
- Financial Analysis
- Leadership
- Process Improvement
- Data Center
- Product Marketing
- Vendor Management
- Product Launch
- Competitive Analysis
- Start-Ups
- Strategic Planning
- Program Management
- Restructuring
- Financial Modeling
- P&L Management
- Strategy Development
- Business Strategy
- Business Planning
- Sales
- International Operations
- Business Development
- Strategy
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