Kyle Mitchell joined Tobias Financial Advisors in May 2019 as an Associate Financial Advisor. He is currently working toward earning his CERTIFIED FINANCIAL PLANNER™ professional certification and is a member of the National Association of Personal Financial Advisors (NAPFA), both of which align with our mission to provide services in our clients’ best interest. 

Kyle is a native of Spring Branch, Texas. He studied financial planning at Texas Tech University in Lubbock, one of the leading institutions for financial planning — with 11 CFP board-registered programs and faculty well-versed in the practical, everyday issues of our profession. Kyle received his bachelor of science degree in personal financial planning.  

Before joining us, Kyle worked for Ground Service International, a subcontractor for UPS. He was instrumental in the company’s on-time performance and client solutions, working with customers to fulfill orders and ensure their objectives were met. Through that experience, Kyle developed a deep passion for helping people reach their goals.

In his spare time, Kyle enjoys scuba diving, fishing and cooking.