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Kyle Marra

Advisor

CFP®

Kyle Marra builds trust and confidence with his clients by focusing his advice on their personal goals, needs, and situation.

Before joining Moneta as an Advisor on the Sheehan Steffens Akins Han Team, Kyle earned his Bachelor of Science degree in Business Administration with a major in Finance and minor in Economics from Kansas State University. He is also a CERTIFIED FINANCIAL PLANNER® which is one of the most respected professional designations in the wealth management industry.

Away from work, Kyle serves the community with the Ronald McDonald House. He enjoys golfing and spending quality time with family.

  • CERTIFIED FINANCIAL PLANNER®

A WEALTH OF INFORMATION

Dive into the latest insights from our expert team with our personal touch.

The Five Risks That Can Unravel a Business Overnight — And How to Plan for Them 

The Five Risks That Can Unravel a Business Overnight — And How to Plan for Them 

May 14, 2026

By Michael Torney, J.D., CFP®, LL.M., CEPA When everything’s running smoothly, it might...

A Semi-Charmed Earnings Season

A Semi-Charmed Earnings Season

May 12, 2026

by Tim Side, CFA – Director of Investment Strategy For many years, we’ve advised clients that while ge...

Is Your Student’s Data Safe? Best Practices After the Canvas Breach

Is Your Student’s Data Safe? Best Practices After the Canvas Breach

May 8, 2026

By Anna McDonald, Director of Family Learning As students prepared for finals this week, Canvas, the p...

Monthly Recap – April 2026

Monthly Recap – April 2026

May 6, 2026

April Observations Markets Avoid April “Showers” Despite the ongoing conflict in the Middle East, mark...

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