Helping to Build & Preserve Wealth
Kyle joined The Bulfinch Group in June 2026 and works closely with individuals, families, and young professionals to help them develop strategies designed to support their short-, mid-, and long-term financial goals. He is passionate about building meaningful relationships and making a positive impact by helping others gain greater confidence and clarity in their financial decisions.
Kyle’s commitment to this work is deeply personal. After witnessing firsthand the challenges that can arise when families do not have proper financial strategies in place, he developed a strong desire to help others prepare for the future and avoid similar hardships. He believes that thoughtful planning, education, and ongoing guidance can make a meaningful difference in the lives of individuals and families.
Kyle earned his Bachelor of Arts degree in Economics with a minor in Finance from Connecticut College, where he was an active member of both the Investment Club and Golf Club throughout his four years. His academic background, combined with his passion for helping others, provides a strong foundation as he continues to grow as a financial professional.
Born and raised in Medfield, Massachusetts, Kyle continues to call Medfield home. Outside of work and his ongoing professional development, he enjoys spending time with family and friends and staying active through golf, soccer, and pickleball.
Kyle is also committed to giving back to his community and volunteers with the Medfield Food Pantry, where he helps stock shelves and supports efforts to provide resources for neighbors in need.
Agent of The Bulfinch Group, LLC, an agency of The Guardian Life Insurance Company of America®, (Guardian), New York, NY.