Kyle specializes in retirement plan services for small to mid-sized companies as well as investment, retirement and financial planning strategies for individual investors. As an expert in plan design and fiduciary compliance, not only does he specialize in fitting your needs to the right plan type and design, but he can also help you run a more cost effective and efficient retirement plan. He holds the designations of PPC (Professional Plan Consultant), AIF (Accredited Investment Fiduciary) and C(k)P (Certified 401(k) Professional), along with Series 7, 9, 10, 31, 63 and 65 with LPL Financial and a California Insurance license (#0C47830). Many days throughout the year, he is in seminars and workshops keeping up on everything from product innovation to legislative changes that may affect your retirement plan.
Kyle spent eight years as a financial advisor with Morgan Stanley and four years with Wachovia Securities / Wells Fargo Advisors before joining LPL Financial in the fall of 2010. He received a bachelor’s degree in Business Administration from the California State University of San Bernardino in 1998. Among many talents, he an avid golfer and enjoys the outdoor lifestyle of hunting and fishing. He resides in Riverside, CA; accompanied by a wife and one son.
In February of 2014, Kyle was named to the PLANSPONSOR Top 100. This is a list of the top 100 Financial Advisors in the country servicing the retirement plan industry by PLANSPONSOR / PLANADVISOR Magazine.
Scott works with individual investors of all types to get their mix of investments appropriate for their risk tolerance and performing at the most efficient levels possible. He keeps close relationships with some of the largest and best-known money managers in the world, which gives our clients even more resources, knowledge and opportunity, and studies what is happening in the markets and understands the dynamics driving market conditions. He holds Series 7, 31 and 66 securities registrations with LPL Financial and a California insurance license (#0D42940).
Scott spent four years with Morgan Stanley and four years with Wachovia Securities / Wells Fargo Advisors before joining LPL Financial in the fall of 2010. He graduated with honors from the University of Tennessee with a bachelor’s degree in Business Administration. Residing in Apple Valley, California, he is an avid golfer, motorcyclist and boating enthusiast, and is married with three children.
Brian joined our firm in 2015 after working for 16 years in the insurance business. He specializes in fixed annuities, group and individual healthcare, life and disability insurance as well as long-term care insurance. Brian holds a FINRA Series 6, 63, and a California Insurance License (#0E19841).
Diana joined the Renaissance Wealth Management team in 2006 after working in the accounting field for several years. As the operations manager, Diana is responsible for handling customer service and day to day office operations. Not only is she responsible for working closely with every client to make sure all administrative issues are handled in an efficient manner, but she also handles the daily operations of RWM, Inc. She is responsible for items that range from accounts payable/receivable to payroll to keeping up with our compliance requirements at the firm. Along with being a spouse and a mother of four children, wears many hats at RWM and is always there to help with whatever is needed.
Julie joined our team in 2013 after serving more than 25 years in the legal field. She worked as a paralegal during that time for several large law firms in Southern California and has extensive experience in case preparation, administrative production and client service. Her main focus at RWM is to assist our extensive Retirement Plan client list with the administrative and operational issues they face day to day. She is skilled in “FiRM” and plan benchmarking reports, and knowledgeable in the operational structures of many industry vendors. Julie holds a FINRA Series 6, 63, and a California Insurance License (#0J18985). She is married and the proud mother of two children.
Blake joined our firm in 2017 and assists with the day to day administrative and operational matters of our extensive Retirement Plan client list. Blake holds a FINRA Series 6, 63, and a California Insurance License (#4090069).
Financial consultants of Renaissance Wealth Management are registered representatives with, and securities offered through, LPL Financial, Member FINRA/SIPC. Investment advice offered through Independent Financial Partners, a registered investment advisor. Independent Financial Partners and Renaissance Wealth Management are not affiliated with LPL Financial.
The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AK, AZ, CA, CO, NY, UT