Being a team player is something Kyle Zappia is no stranger to, as a former college baseball player he is well versed in being part of a team and working together to achieve success. This attitude translates well into his current role as a Client Relationship Manager at Brown and Company where he has been employed since 2023. In his current role, Mr. Zappia is responsible for cultivating enduring relationships and assisting in the management of clients' financial plans. Working closely with his clients and colleagues he creates financial game plans that are easy to understand and help demystify the financial landscape for clients.
Before joining Brown and Company, Kyle served as a Certified Financial Planner™ at Empower, where he handled financial planning responsibilities for clients within the Private Client Group. Kyle pursued his undergraduate education at the University of Dayton and obtained his MBA from the University of Colorado. Kyle, along with his wife Dani, resides in Wheat Ridge, Colorado, with their daughter, Sterling. Apart from his professional pursuits, Kyle is a passionate cycling enthusiast and dedicated family man.
Credentials:
- CERTIFIED FINANCIAL PLANNER ™
- Series 7 Registrations, held with LPL financial
- Series 66 Registrations, held with LPL financial