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 Golden Years Advisors he enjoys working directly with clients and working behind the scenes as a Paraplanner and an Operations Specialist. He assists Jim and Teresa with the management of client portfolios. He enjoys the interaction with clients while providing curated client service.
