KYLE DEARING

MBA, Finance

Early into his career, while in a senior pastoral leadership role, Kyle found his motivation rooted in the financial services industry. He graduated from Ohio Christian University with a Bachelor of Art in Christian Ministry and also earned his MBA in Finance in the Spring of 2023, also from Ohio Christian University. Kyle enjoys serving on The Alumni Board of Directors at Ohio Christian University, The Legacy Endowment Advisory Council for LifeCare Alliance, and the board of directors for Maywood Mission. Kyle is active in his church community and has remained a leadership resource for areas such as faith & finance, stewardship, and charitable giving strategies.

Today, his mission is to help clients choose how to live their best lives and to leave an impactful legacy. With over a decade of experience helping families and businesses with their money, Kyle remains a trusted advisor to affluent families, foundations, doctors-dentists-directors, as well as business owners seeking an exit strategy. Kyle and his team provides a personalized approach and comprehensive strategy to tax efficient financial / legacy planning and wealth management. Through clear communication, professional service, and financial education, Kyle takes time to build unique relationships and meet clients' needs while securing confidence in their future.

Kyle lives near Central Ohio with his three little boys and they love traveling as much as possible, spending time outdoors, and lake days. Kyle and his boys also enjoy kayaking and hiking in and around the Hocking Hills area and the like.

MBA, Finance

Early into his career, while in a senior pastoral leadership role, Kyle found his motivation rooted in the financial services industry. He graduated from Ohio Christian University with a Bachelor of Art in Christian Ministry and also earned his MBA in Finance in the Spring of 2023, also from Ohio Christian University. Kyle enjoys serving on The Alumni Board of Directors at Ohio Christian University, The Legacy Endowment Advisory Council for LifeCare Alliance, and the board of directors for Maywood Mission. Kyle is active in his church community and has remained a leadership resource for areas such as faith & finance, stewardship, and charitable giving strategies.

Today, his mission is to help clients choose how to live their best lives and to leave an impactful legacy. With over a decade of experience helping families and businesses with their money, Kyle remains a trusted advisor to affluent families, foundations, doctors-dentists-directors, as well as business owners seeking an exit strategy. Kyle and his team provides a personalized approach and comprehensive strategy to tax efficient financial / legacy planning and wealth management. Through clear communication, professional service, and financial education, Kyle takes time to build unique relationships and meet clients' needs while securing confidence in their future.

Kyle lives near Central Ohio with his three little boys and they love traveling as much as possible, spending time outdoors, and lake days. Kyle and his boys also enjoy kayaking and hiking in and around the Hocking Hills area and the like.