Kyle Presson | Certified Funds Specialist | Pinnacle Wealth

Kyle Presson

Certified Funds Specialist

Kyle joined Pinnacle Wealth (formally Pastore Financial Group) in 2006 and specializes in helping clients in many stages of their life. Whether it’s a job transition, life changes such as marriage or starting a family, managing taxes on highly appreciated assets, or transitioning into retirement, he is able to tailor each individual plan to fit the needs of his client. Kyle understands that life changes, plans can be altered and goals can evolve which is why he is proactive in helping clients manage their assets. Over the last 17 years, Kyle has helped many clients transition into retirement. Hearing about clients’ retirement adventure is his favorite part of the job.

Kyle earned a degree in Business and Finance with a minor in Art from Saint Michael’s College. He earned his Series 7, 65 and 63 licenses currently held with LPL Financial, as well as Vermont State Life, Accident & Health Insurance License and was designated a Certified Fund Specialist. Kyle is a Registered Representative and Investment Advisor licensed to offer insurance and securities.

Kyle lives in Williston, Vermont with his wife Alexa and three busy children – Jake, Joshua and Lila. When he is not at the office, Kyle enjoys coaching baseball, snowboarding/skiing with his kids and training at Champlain Valley CrossFit.