Kyle Dodson, Advisor

Kyle Dodson

Associate Wealth Advisor

EDUCATION

Miami University, BA in Finance

HIGHLIGHTS

CERTIFIED FINANCIAL PLANNER™ Professional

Kyle is an Associate Wealth Advisor for our personal wealth management team where he assists our Senior Advisors in delivering a high quality client experience. A CERTIFIED FINANCIAL PLANNER™ professional, Kyle brings a range of financial planning experience to The Advisory Group, having planned for both individuals and families across multiple stages of life. He enjoys being a knowledge resource for our clients and takes pride in removing the stressors that come with personal financial management.

Managing personal finances effectively is a demanding responsibility that often gets overlooked amidst the busy lives of individuals and families. Seemingly small financial decisions we make throughout life compound over the years and impact how comfortable we are able to live in retirement. Having this understanding inspires me to be a true fiduciary and trusted resource for clients to ensure they are able to live the life they desire.

I have an interest in leadership and culture so my reading choices typically involve those topics. I enjoy studying leadership styles and cultures that have a process-based approach to achieving results. Brook Cupps is an author I have resonated well with as he writes about surrendering outcomes to a set process and putting more emphasis on your internal scoreboard, rather than an external scoreboard in his books “Surrender the Outcome: The Path to an Impactful Life of Coaching, Leading, and Living” and “The Score that Matters: Growing Excellence in Yourself and Those You Lead.” 

With one of my main passions and career choice being associated with many hours in front of a computer, I find it important to be as physically active as possible outside of work hours. While I enjoy a variety of fitness activities, a few staples in my weekly rotation are playing basketball and golf, weightlifting and enjoying a nice hike with my dog, Chance.