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Kyle Beals MBA, ChFC, CLTC

Kyle Beals MBA, ChFC, CLTC

Director of Client Services

Kyle has been an investment advisor representative since 2000. Originally from Syracuse NY, Kyle worked for MetLife Securities directly out of college. He earned his MBA and is also a Chartered Financial Consultant. At Generations Wealth he enjoys working directly with clients and working behind the scenes as an Operations Specialist. He assists Jim, Teresa, and Jake with the management of client portfolios. He enjoys the interaction with clients while providing curated client service. In his free time, he coaches his sons baseball league.