Kyle Schickram, CISP, SDIP

Kyle is the Operations Manager, who oversees activity on all levels and assists the team as needed. His role includes reviewing documentation, auditing procedures, assisting with both client and staff inquiries, overseeing the flow of transactions through the office and much more. He also takes lead on special projects and assists with staff training. Kyle has furthered his knowledge by attending additional training classes and earning two additional designations – Self-Directed IRA Professional by the Retirement Industry Trust Association and Certified IRA Services Professional by the American Bankers Association.