Our Qualifications

As founder and president of his own firm, Kyle Atkins has more than 23 years experience in the financial services industry. He received his Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations from American College, Bryn Mawr, PA. He has actively pursued his education, participating in professional study programs and completing advanced courses in the investment planning field. He is a frequent speaker at educational financial workshops throughout the Southeast. He is an active member of national and local professional organizations, including the Million Dollar Round Table (MDRT), Spartanburg Area Chamber of Commerce, the Executive Sertoma Club and the National Association of Insurance and Financial Advisors.