Kyle Simmons


Kyle Simmons

Kyle Simmons, CFP®

Advisor

After graduating from Texas A&M, Kyle started his career in strategy and management consulting in Houston, Texas. He advised clients in many industries and developed problem solving and analytical skill sets. 

Kyle joined one of his clients full time and served in finance, supply chain, and operations. He spent most of his time working on $1B of company acquisitions, integrating those acquisitions, and building shared services for the larger enterprise. Kyle’s role as general manager required management of 50 people and a $20M annual budget.

In 2018, Kyle came back home to the family business. He is a CERTIFIED FINANCIAL PLANNER™ practitioner and is registered with the SEC as an investment advisor representative. In his personal time, Kyle likes to spend time with his wife and three kids or exercise. 

Education

B.S. Industrial Engineering, Minor Business
Texas A&M University

Work Experience

General Manager, Kirby Inland Marine
Financial Analyst and Supply Chain Manager, Kirby Corporation
Strategy and Management Consulting, Booz & Company

Memberships

XYPN Member
CFP
NAPFA
AADP

XY Planning Network
Proud member of XY Planning Network! Advisors displaying this badge have been accepted into XY Planning Network by vowing to adhere to strict fiduciary standards, and carry the CFP® designation. XY Planning Network is the leading financial planning platform for fee-for-service financial advisors who want to serve their Gen X and Gen Y peers by providing comprehensive financial planning services without product sales or asset minimums.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

XY Planning Network
Proud member of XY Planning Network! Advisors displaying this badge have been accepted into XY Planning Network by vowing to adhere to strict fiduciary standards, and carry the CFP® designation. XY Planning Network is the leading financial planning platform for fee-for-service financial advisors who want to serve their Gen X and Gen Y peers by providing comprehensive financial planning services without product sales or asset minimums.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.


Personal Hobbies

Staying Active:  Riding my road bike whenever I can get away

Staying Active:
Riding my road bike whenever I can get away

Win/Loss:  Cheering for the Dallas Cowboys

Win/Loss:
Cheering for the Dallas Cowboys

Mountain

Favorite Vacation:
Taking the family to the mountains for hiking, biking, and cooler weather