Kyle Thomas, CFP^®

VP of People | Principal

My Professional Background

I have nearly a decade of experience in holistic wealth planning and am passionate about serving executives, families with multi-generational wealth, and athletes and entertainers – particularly those with privacy concerns.
I find joy in equipping clients to make great decisions by distilling complex facts into approachable choices and tradeoffs, and love serving as their first call during challenges and opportunities. In addition to studying Finance at Seattle Pacific University I obtained the Certified Financial Planner® designation in 2016. I am also a member of the Seattle Estate Planning Council and the East King County Estate Planning Council.

My Wealth Management “Why”

The intimate topics of personal finances and planning provide a rich foundation for forming meaningful and lasting relationship. While I am analytically minded, sharing in these relationships and helping families remove fear and anxiety around their wealth is where I am most fulfilled.

My Personal “Living Fully”

I fell in love with the PNW while growing up in Bend, OR, and currently live in Bothell with my wife, Lizzy, and young daughter, Emerson (Emmy). I love to cook for family and friends, enjoy fitness, and am on an unending journey to find the best soft pretzel and cheese (paired with an IPA of course). When I’m not at home you will likely find me doing something outdoors, traveling, or cheering on the local sports teams.

My Heart for Impact

In addition to my family’s active involvement in our local church, I am deeply passionate about serving my colleagues. Whether through talent development initiatives, mentoring, or other leadership cohorts, I find meaning in helping others excel and take just one step closer to a life fully lived.