Kyle M. Tweet, ChFC, CLUChartered Financial Consultant
Kyle began his investment career in June 2001 as a financial planner with American Express Financial Advisors. He left Ameriprise Financial in 2008 and started his Independent Investment Advisory business, Tweet Management Services. He’s been working as an independent IAR with Tweet Management Services since January 2009 and has been helping clients maximize wealth, minimize taxes and accomplish financial goals through his Best in Class stock portfolio.
Kyle works in partnership with Fleetridge Financial, Inc. to synergize tax and investment planning providing unparalleled service to our clients. He is married with three kids and enjoys golfing, brewing beer, and the outdoors.
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