KYLE KLINE

FINANCIAL PLANNING ASSOCIATE

Kyle Kline joined CCMI in November 2024 as a Client Service Associate. In this role, he supports advisors and clients by managing documents, scheduling and preparing for meetings, and performing other tasks that create a seamless, exceptional client experience. Over the past six years, Kyle has gained extensive experience in financial services and investments, bringing valuable client satisfaction and relationship-building skills to the team.

Originally from Arizona, Kyle earned his bachelor of science in business economics from the University of Arizona. Outside of work, he enjoys spending time with his wife, Rebecca, and their two children, Brooks and Hallie. Kyle likes to travel with his family, play golf, and explore the outdoors.