KYLE KLINE
CLIENT SERVICE 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.
Out & About March 2025
At the Firm CCMI finished its Healthy Living 8 Week Challenge that we started in January and Monica was the winner with the most effort…
Social Security Fairness Act: The FAQs for Retirement Planning
Before he left office, President Biden signed the Social Security Fairness Act, which repealed the Windfall Elimination Provision and the Government Pension Offset. The new…
Out & About February 2025
At the Firm CCMI hosted a webinar with Michael Townsend where we got a Washington insider’s perspective on what changes are taking place with the…
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