An experienced and committed team

My tailored professional advice to high net worth families dates back to 1989 when I began my career. Every engagement begins with an understanding of your needs, goals and aspirations.  This type of thoughtful and constructive conversation lays the foundation for a financial roadmap that is in sync with your family's unique goals.  

As a swimmer since birth and a former triathlete, I subscribe to "the greatest wealth is our health" theory. My passion for fitness and nutrition has helped me in all facets of my financial and personal life.  As a financial advisor I see my role much like that of a fitness trainer for professional athletes. I work closely with you to create clarity and vision of your desired goals and develop a game plan that leverages skills and expertise to bring about the desired outcomes. With a champion's disciplined and positive mindset, opportunities for growth can be found in almost every area of your life.

After experiencing the emotional trauma of my own divorce, I learned how fortunate I was to be the chief financial officer of our family's finances. Without this background and expertise, I would have been lost and even more fearful of my family's future. This life experience and awakening has inspired me to help other women that may not have the financial expertise required to navigate and negotiate a fair outcome. I obtained the Certified Divorce Financial Analyst (CDFA) designation to help women realize their potential, claim their financial power and be free to pursue new possibilities and opportunities that can result in a fulfilling new life.

I received my undergraduate degree from University of Cincinnati, and earned a Certified Investment Management Analyst (CIMA) designation from The Wharton School in 1996. In 2017 I acquired the CDFA certification.

I have 4 daughters and remarried in 2016 to Jim Bittel. You can be sure most of our time is spent living life to the fullest with our seven amazing children between us, our grandson and our new golden doodle Ruby.

Kyle transitioned to UBS in early 2020 after gaining valuable experience working as a Client Service Associate/Operations Manager with another firm.  Kyle's a rare combination of organized, technical and personable; making him an ideal fit for his current role. 

In his free time, Kyle enjoys fishing, gardening, cooking, exercising and above all -- spending quality time with his wife, Alexis and stepdaughter, Abby.