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.
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.
Rumor has it, Chase Warner loves Whataburger so much that he dyes his hair orange out of respect for the Texas burger brand. One day he dreams of being their spokesman. Until that day comes, he is content to promote the Bluegrass Legacy Group brand both digitally and in person.
When you see Chase at an event or meet him at our office, you might assume he was born wearing a bespoke suit with festive socks. But behind his polished image, there is a rich history of blue-collar experience and practical skills. He’s more than just a big smile and easy-going personality, he actually knows stuff and can fix things!
Relationships are everything for Mr. Warner. He takes a genuine interest in clients, partners, and even complete strangers. He seeks to understand them and add value to their lives early and often. In his time on our team, he has come to truly embody Bluegrass Value #1: “People First. Money Second.”
Chase loves the outdoors, has a knack for photography, and manages to see the good in everyone and everything. His dedication to others is most clearly seen in how fiercely he loves his family. Ask him about his children and his signature smile will somehow grow even larger!
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
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