Founder and President
The financial world is complex and you deserve an experienced guide. We create plans that assist you in building and utilizing wealth to help you work towards the retirement for which you have so carefully prepared.
Kyle is a registered fiduciary, bound to the highest level of ethical and financial standards. We are committed to making the choices that directly benefit our clients and we remain independent while retaining access to a wealth of financial products.
At Mokan Financial, we utilize outsourced professional advisors, all with distinct areas of focus. This allows us to remain diligent in our pursuit to bring you the very best advice possible.
Mokan Financial has partnered with money managers to provide strategies and portfolio models. Your typical broker or financial advisor may manage 500+ individual accounts, so when changes need to be made quickly, their attention always goes to the client with the most money first. Our platform has eliminated this type of broken system to help ensure that the highest level of attention is given to all of our clients simultaneously.
We firmly recognize that our clients are the channel through which we derive our own livelihood. For this reason, our clients receive our highest level of attention, care, and gratitude. We will continue to strive in order to exceed the expectations of our clients and their families.