Our Story

The Bluegrass Legacy

The Bluegrass Legacy

Our Team

"If you want to go fast, go alone. If you want to go far, go together."

African Proverb

Kyle Gabhart, AAMS®, CRPS®

Managing Partner

Most financial advisors are burdened with hair and the personality of a toaster. They drown you in charts, graphs, and industry jargon. Not Kyle. Instead, he will explain financial concepts in practical ways, tell a few terrible dad jokes, share the bald truth regarding your financial outlook, and help you craft a lasting legacy like the one his grandfather and father passed on to him.

From a young age, Kyle has been passionate about finance, business, and problem-solving. After studying economics at the University of Arlington, he built a 15-year career consulting with Fortune 500 companies in the Finance, Insurance, and Defense sectors. In 2014, he began serving individual investors as an advisor at Edward Jones. As the economy and the industry went through significant stress in 2020, Kyle formed Bluegrass Legacy Group to better serve his clients and provide a more responsive, higher level of care.

Kyle specializes in serving business owners, entrepreneurs, as well as a handful of families and nonprofits. He loves the uniqueness of both individuals as well as organizations and passionately pursues their vision and legacy.

A proud native Texan and father of six, Kyle is an avid board and card game player. When not serving his clients, he enjoys spending time with his children or traveling on some new adventure with the love of his life, Tammy.

Rachel Moser

Practice Manager

You can take the girl out of the country. But you can’t take the country out of the girl. Rachel may love her Starbucks coffee and the comforts of city life, but she never forgets her roots. Country music and horses are in her blood. Growing up on her family’s Illinois farm wasn’t easy, but it taught Rachel responsibility and the value of hard work.

For over a decade Rachel has dedicated herself to client service, teamwork, coaching, and leadership. After excelling in a fast-paced retail environment, she tackled the world of health and fitness. Now she applies her drive and tenacity to strengthening the Bluegrass Legacy team and serving clients in pursuit of their goals.

Committed to improving herself and those around her, Rachel strives for excellence. If there’s ever any wonder what the secret is to her boundless energy, it’s a simple combination of exercise and caffeine. She “runs on coffee” with a knack for transforming the precious dark liquid into productivity.

Rachel’s foundation is her faith and her family. She enjoys spending time outdoors with her children, cycling, and fishing. While she may never grow up to be a professional barrel racer like she imagined, Rachel has found that city life and motherhood are even more fulfilling.

Tosha Ballard

Client Service Administrator

Meet Tosha, a Mansfield, TX native with an appetite for adventure that goes beyond the ordinary. Tosha finds joy in jumping out of airplanes and casually strolling on fire. A devoted Swiftie and Wizard of Oz enthusiast, she seamlessly blends her love for Taylor Swift with a passion for defying gravity.

With over 15 years in healthcare and business consulting, Tosha's no stranger to the fast-paced world of marketing and operations. Beyond the boardroom, she invests in and teaches other leaders, demonstrating a heart for both clients and community.

Joining forces with the team at Bluegrass, Tosha is in charge of client service and first impressions. Whether you walk into our farmhouse in Keller, run into us at a local chamber event, or join us for a virtual cup of coffee, Tosha is likely to be the first smiling face that greets you.

When not conquering professional frontiers, you'll find Tosha in her element – immersed in a good book in her library, accompanied by her two dachshunds. Because even daredevils need downtime.

Tyler Wright, AAMS®

Lead Advisor

We’ve imported a lot of great things from Canada over the years, including hockey, oil, poutine, and our favorite — Tyler Wright. Born in Canada, raised in Texas, and educated in Oklahoma, Tyler brings a wealth of knowledge and experience to the team. When you combine this with his passion for solving problems and excellent head of hair, it almost seems unfair for one person to have all this going for him.

Tyler began his career at Edward Jones where he learned how to serve individuals and families through an established financial planning process. From there, he worked with High Net Worth investors as part of the Private Wealth division at Charles Schwab. He brings these experiences along with his commitment to excellence to Bluegrass Legacy Group.

When he’s not solving financial planning and wealth management puzzles for clients, you’ll likely find Tyler at the gym, playing with his handsome dog (Arrow), cheering on the Dallas Stars, or making memories with his wife and best friend, Meagan.

Don't Leave Your Financial Potential To Chance

Securities offered through Triad Advisors, LLC (Triad) member FINRA/SIPC. Investment Advisory services offered through Osaic Advisory Services, LLC (Osaic Advisory). Triad and Osaic Advisory are separately owned and other entities and/or marketing names, products or services referenced here are independent of Triad and Osaic Advisory.

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Client Relationship Summary is available at Triad Form CRS and Osaic Advisory Services Form CRS

This communication is strictly intended for individuals residing in the states of AR, AZ, CO, DE, FL, MN, NC, OK, PA, TN, TX, WA.

No offers may be made or accepted from any resident outside the specific state(s) referenced.

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