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Our Qualifications

As founder and president of his own firm, Kyle Atkins has more than 29 years experience in the financial services industry. He has received his Certified Financial Planner designation (CFP), Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations. 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 a life and qualifing member of the Million Dollar Round Table (MDRT), the Executive Sertoma Club, the Spartanburg Rotary Club and the National Association of Insurance and Financial Advisors.