BIO
Kyle Penders, CFP®
Client Success Consultant
Kyle is the Client Success Consultant at Defining Wealth Partners and is always excited to help educate new and seasoned clients on the suite of benefits that come working with a financial planner. Kyle has a tremendous passion towards exceptional client experience and ultimately empowering clients to live a purposeful and impactful life, backed by the peace of mind and freedom that comes with a sturdy financial position.
Professionally
Kyle is one of our CFP® professionals coming from a large brokerage house setting. This has given him great insight as to the many ways clients have approached financial planning in the past. He started his career in the industry at Charles Schwab. While at Schwab, Kyle began life as a Financial Consultant Partner, supporting two of the top VPs in the Pittsburgh region before being promoted to VP; Financial Consultant here in Nashville. Kyle has also spent time working in the independent space, where he worked under an advisor at Lighthouse Wealth Group, a boutique financial planning firm where he was able to enhance his financial planning knowledge and drive deeper relationships with the clients he served.
Personally
Living in Germantown, just outside downtown Nashville, Kyle lives with his girlfriend, Summer, who is a nurse at Vanderbilt University. Much of their time is consumed trying to drain the endless energy of their Siberian husky, Luna. Originally from upstate, NY, his love for sports and the Buffalo Bills runs incredibly deep.
Kyle also loves staying active and outside through working out, hiking, fishing and playing golf whenever the opportunity presents itself. He is also an avid car-lover, and you’ll occasionally run into him awkwardly wrenching on his vehicle in your local parking garage.
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