Kyle M. Greenwell, CFP®, is a CERTIFIED FINANCIAL PLANNER™ professional with Aldred, Greenwell & Lane. Responsible for creating, implementing, and monitoring client plans, Kyle possesses a unique ability to simplify complex financial issues for his clients.
After earning a dual bachelor’s degree in business and psychology, Kyle became a CERTIFIED FINANCIAL PLANNER™ professional, and obtained Series 7, 6, 63, and 65 securities licenses, as well as his life, health, property, and casualty insurance licenses. The son of a successful small business owner, Kyle was taught from a young age the importance of hard work and perseverance. Growing up, Kyle saw first-hand how much time, energy, and effort it takes to be a small business owner. His experience as a young man has translated into a passion for helping small business owners and retirees with their financial needs.
Kyle enjoys spending time with his wife, Katie and young son. The three can often be found visiting the family farm in Western Kentucky, where they spend much of their free time. Kyle is an avid sports fan, and is proud to cheer on the UK basketball and of course the football team - despite their less than perfect record.