Kyle Simmons (CFP®, CPA, CPA/PFS)

Kyle Simmons focuses in the
following client markets or areas of practice:

  • Business Owners
  • Entrepreneurs
  • Medical Professionals
  • Retirement Plan Investment Advice
  • Tax Planning

Planning Specialties

After graduating from Texas A&M, Kyle started his career in strategy and management consulting in Houston, Texas. He advised clients in many industries and developed problem solving and analytical skill sets. Kyle joined one of his clients full time and served in finance, supply chain, and operations. He spent most of his time working on $1B of company acquisitions, integrating those acquisitions, and building shared services for the larger enterprise. Kyle’s role as general manager required management of 50 people and a $20M annual budget. In 2018, Kyle came back home to the family business. He is a CERTIFIED FINANCIAL PLANNER™ practitioner and is registered with the SEC as an investment advisor representative. In his personal time, Kyle likes to spend time with his wife and three kids or exercise.

Additional Information

Our Specialties: Business Owner Financial Planning Tax Planning Dental Practice Management Dental Transitions

NAPFA Start Date

September 30, 2021

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This Office

15770 Dallas Pkwy Ste 150 Dallas, TX 75248-6608 Phone: (972) 404-1040