Broker Check
Kyle McBroom, CASL, CLTC

Kyle McBroom, CASL, CLTC

Financial Planner | Professional Wealth Advisor

Kyle graduated from Ambassador College in 1998 with a degree in Business Administration and upon graduation he was recruited by a large financial services’ firm. This career path was a perfect fit for Kyle’s desire to work with people and problem solve to enhance their lives.

Kyle was based in Oklahoma and in his first year of business he vividly recalls delivering a death claim to a woman whose husband died in a tornado. Kyle was affected by the small check the widow received to support her three children. Since that day Kyle knew he was destined to help people protect themselves against unexpected loss and guide them in building their financial futures.

Kyle had arranged to transfer to a Chicago suburb and he was advised by a west coast colleague to contact Jeff Harper to explore joining his team. When Kyle and Jeff discussed their business philosophies they realized their mutual goals were aligned and they have worked together ever since. Kyle has earned the Chartered Advisor for Senior Living (CASL) and Certified Long-Term Care Consultant (CLTC) designations.

Kyle is married to Arrean and they have two children, their son, J.D. and their daughter, Macy.


Fun Facts about Kyle:

Kyle has completed two Chicago marathons and several half marathons.

Kyle’s love of adventure has resulted in him teaching rock climbing and rappelling to children in church camps for several years.


Favorite Quote:

“If you want to be successful, it’s just this simple.  Know what you are doing.  Love what you are doing.  And believe in what you are doing.” -Will Rogers