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, father of six, and grandfather of two, 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.
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.
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.
In Texas we love to make Aggie jokes. But this Texas A&M graduate is no joke. McKae brings a calm, relaxed spirit to any room, team, or client meeting. If you could look up "down to earth" in the dictionary, you'd likely find her brilliant smile staring back at you.
After several years honing her finance industry knowledge and operational skills at Fidelity Investments, McKae joined Bluegrass to take her career to the next level. She effortlessly handles a wide range of client account services, asset transfers, and portfolio support.
Rumor has it, McKae could live off coffee and ice cream. She loves to watch soccer and college football. More than a mere spectator, she's an athlete with devastating golf, pickleball, and volleyball skills. But what she loves the most is being a wife to her high school sweetheart and mother to her adorable little boy.
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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