Kyle Lonsinger, CFP®, CIMA®

Wealth Advisor

Kyle Lonsinger is third generation in the financial services industry. When Kyle was in grade school, his family almost lost his father due to a heart attack. He remembers his father refusing surgery until he could tell his wife who to call should something go wrong.

From that day, Kyle realized the gravity of what it means to be a trusted financial partner and is why he pursues his advisory career with passion and sincerity. Since 2016, Kyle has helped individuals and families take charge of their financial lives and build strong financial futures at LPL Financial, TD Financial, and Merrill Lynch.

Kyle is a Certified Investment Management AnalystⓇ and a Certified Financial PlannerⓇ with a strong belief in the fiduciary code. Kyle received his bachelor's degree from The Pennsylvania State University and his Executive Certificate in Financial Planning from Duquesne University. He also is Long-Term Care certified and received his CIMAⓇ from the Yale School of Management.

In his free time, Kyle enjoys snowboarding, golfing, working out, traveling, and spending time with family and friends.