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Kyle Thomas

Director

  • Partner

As a Director in the firm’s Bellevue, WA office, Kyle is responsible for providing personalized financial guidance for families and individuals. In keeping with Pathstone’s philosophy of always upholding the client’s best interest, Kyle builds unbiased comprehensive wealth management strategies for the clients he serves.

With over seven years of experience in wealth planning, asset allocation, and management, Kyle has been deeply involved in estate planning, tax, retirement, insurance, and cash flow planning. Through providing holistic advice Kyle is able to offer more than financial advice by building valuable and enduring relationships beyond the traditional transactional nature of financial services.

Kyle earned his Bachelor of Arts degree in Business at Seattle Pacific University and has held the designation since 2016. He has developed special expertise in helping athletes, entertainers, technology investors and executives, and other affluent families.

Kyle lives in the Seattle area with his wife, Elizabeth, where he is a member of both the Estate Planning Council of Seattle and the East King County Estate Planning Council. Outside of work he enjoys backpacking, cooking, and supporting Seattle’s local sports teams.

Group

Partner

Client Service Team

Investment Advisory

Office

Bellevue, WA

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As a Director in the firm’s Bellevue, WA office, Kyle is responsible for providing personalized financial guidance for families and individuals. In keeping with Pathstone’s philosophy of always upholding the client’s best interest, Kyle builds unbiased comprehensive wealth management strategies for the clients he serves.

With over seven years of experience in wealth planning, asset allocation, and management, Kyle has been deeply involved in estate planning, tax, retirement, insurance, and cash flow planning. Through providing holistic advice Kyle is able to offer more than financial advice by building valuable and enduring relationships beyond the traditional transactional nature of financial services.

Kyle earned his Bachelor of Arts degree in Business at Seattle Pacific University and has held the designation since 2016. He has developed special expertise in helping athletes, entertainers, technology investors and executives, and other affluent families.

Kyle lives in the Seattle area with his wife, Elizabeth, where he is a member of both the Estate Planning Council of Seattle and the East King County Estate Planning Council. Outside of work he enjoys backpacking, cooking, and supporting Seattle’s local sports teams.