Kyle Sullivan

Kyle Sullivan

Managing Partner
Financial Planner

Kyle has been in the financial services industry for over 11 years. He has enjoyed a successful career helping his clients work towards their financial goals through comprehensive financial planning.

Kyle made Bend his home 12 years ago and enjoys everything it has to offer! Kyle is active in the community, participating as a member and former Board Member of the Bend Business Group and a current Board Member of Oregon Club of Central Oregon. Kyle graduated from the University of Oregon with a Bachelor’s of Science with a major in Psychology and minor in Business.

In his personal time, Kyle enjoys the outdoors and some of his favorite activities include camping, fishing, and golfing. Above all, he enjoys spending time with his three kids.


Phone 541.389.5832
Fax 503.620.6261