401KYLE.COM - Key Persons
Brian Klimke - Chief Investment Officer
Gene Goldman - Chief Investment Officer
Job Titles:
- Chief Investment Officer
- Director of Research
Job Titles:
- Investment Advisor Representative, CRPC®
I believe in hope. I believe that hope is the present enjoyment of a future possibility. Hope is the reason why I started 401Kyle.com and my career as a financial advisor. Our family has lived in Jackson, Tennessee for over 35 years and we consider West Tennessee our home. After working for the State of Tennessee and then enjoying 10 years as a stay-at-home dad with my children, I began my career as a financial advisor in 2008.
My desire as a financial advisor is to share the financial aches and pains our family endured when I was a residential engineer. When I decided to leave the State of Tennessee, I gave up a paycheck and we were forced to live on a one-income budget. I believe the financial experiences during that period serve me well and gave our family hope that is being enjoyed today.
I can help you build this financial hope by using the tools and resources from Cetera to help develop retirement readiness and create a roadmap to calculate lifetime income with tax-sensitive distribution strategies for a comfortable and dignified lifestyle. I take my responsibility to my clients very seriously. I believe it is better to prepare than to repair. When working with advisory accounts, as a fiduciary, I have the privilege to guide and support my clients' best interests as they plan to and through retirement, so they can enjoy future possibilities.
Madison Buie, a Kansas City native, lives in St. Louis, MO. With past experience in banking, her background has prepared her to help clients in the financial service sector. As a virtual assistant with RemoteLink Solutions, she enjoys growing her experience in the industry and helping clients as much as possible.
Madison enjoys hunting, fishing, hiking, being out on the lake, and traveling. She loves all sports but especially loves cheering on the Kansas City Chiefs and Kansas City Royals. She is married and she and her husband love to serve in ministry through their local church.
Job Titles:
- Senior Investment Analyst
Job Titles:
- Senior Investment Analyst
Job Titles:
- Director, Research Strategy and Development
Job Titles:
- Senior Investment Analyst