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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

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Game of “Thrones”:  The Standoff between Trump and Powell

Game of “Thrones”:  The Standoff between Trump and Powell

August 7, 2025

Chris Kamykowski, CFA, CFP® The imagery could not have been more surreal…… U.S. President Donald Trump...

Monthly Recap – July 2025

Monthly Recap – July 2025

August 6, 2025

July Observations Onward and Upward The global equity rallied continued through July, though in a reve...

Second Quarter Investment Report – 2025

Second Quarter Investment Report – 2025

July 11, 2025

Introduction Much has changed since we ended March on a dour note, with the S&P down nearly 6% tha...

Monthly Recap – June 2025

Monthly Recap – June 2025

July 8, 2025

June Observations Second Quarter Ends on a High Note Global equity markets extended their rally into J...

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