Kyle Jones was born and raised in the Bethlehem area, where his strong family values and local roots shaped the way he connects with people. As one of three brothers, Kyle learned early the importance of trust, loyalty, and showing up for the people who matter most.

Kyle’s interest in finance started when he was young and grew into a career built on service, problem-solving, and helping clients navigate important financial decisions with confidence. A graduate of West Chester University with a degree in finance, Kyle has built his professional foundation through roles at Vanguard and Mutual of Omaha, gaining experience in client service, transfers, complex account needs, compliance processes, and advisor support.

Known for being steady, approachable, and solutions-focused, Kyle brings a no-nonsense commitment to helping people feel informed and supported. Outside of work, he enjoys watching sports and movies, hiking with friends, and spending time with family. His goal is simple: build real relationships, earn trust, and help people move forward with clarity and confidence.