Kyle McMillan

About Kyle McMillan

WHAT WE DO: We help medical professionals, women in tech, and business owners reduce taxes, protect their income, and build long-term wealth through personalized financial strategies that go beyond traditional retirement plans. HOW WE DO IT: We design tailored financial strategies that include Indexed Universal Life (IUL), annuities, and advanced protection tools — all built to grow wealth tax-efficiently while minimizing risk. We focus on: • Tax-advantaged income planning • Lifetime income solutions • Legacy and wealth transfer strategies • Holistic retirement gap analysis WHAT MAKES US DIFFERENT: Most of our clients come to us already working with an advisor or CPA — but still looking for more clarity, stronger protection, or smarter tax strategies. We don’t sell one-size-fits-all products. We help you understand how to turn monthly income into long-term financial freedom, while protecting what matters most — your lifestyle, your family, and your legacy.

Experience

1. Chief Executive Officer

   Pony Up

   Apr 2020 — Present

   Welcome to Pony Up! Hustle your friends with our classic games of skill to win cash. Each one of our games has special time limits – “shot clocks” – to ensure the flow of the game keeps moving forward. Once you challenge a friend, they will have 12 hours to respond to the request, otherwise the game will be nullified and your funds will be returned to you. Shot clocks vary on game type, but make sure the clock doesn’t expire on your turn otherwise you forfeit! You can check your time and progress under your profile by hitting the ‘Profile’ button. You will also be sent a push notification 15 minutes before your shot clock runs out as a reminder to make your move, so be sure to allow push notifications!

Education

• University of California, Santa Barbara

  Bachelor of Arts (B.A.), International/Global Studies

Skills

• Microsoft Office
• Sales
• Social Networking
• Management
• Customer Service
• Project Management
• Strategic Planning
• Microsoft Word
• Social Media
• Social Media Marketing
• Microsoft Excel
• Powerpoint
• Marketing
• Public Speaking
• Event Planning
• Leadership