Kyle Moe

Focus
Kyle provides comprehensive investment planning. If a working relationship is developed, he can work with you to help achieve your financial and lifestyle goals.

Background and experience
For ten years Kyle has helped individuals, families, and small businesses address their financial concerns and implement strategies focused on specific needs and goals. With extensive experience throughout major shifts in the markets, Kyle has dedicated his career to delivering the personalized investment planning services tailored to his clients’ needs and objectives.

Kyle began his career as a Financial Advisor with Wells Fargo Advisors, where he developed his fundamental investment knowledge. His father, Scott Moe, joined A.G. Edwards, a predecessor firm of Wells Fargo Advisors, in 1987.  The two of them worked closely together until Scott’s retirement in 2024.

Growing up with a Financial Advisor as his father, it was always Kyle’s dream to follow in his footsteps one day.  Kyle went on to earn his bachelor’s degree in economics from the University of Illinois.  He competed as a student-athlete for the Illinois Men’s Gymnastics Team, actively participating in four Big Ten Team Championships.  He capped off his athletic career as team captain of the NCAA Title winning team in 2012.
 
Away from the office
Kyle spends his free time with close friends and family.  He is married to Ashley; they have a young son named Calvin and a cat and dog named Chief and Willow.  He likes to stay active both physically and mentally; whether it’s golfing, water skiing, snowboarding, traveling, playing music, or soaking up a new book.  Kyle is a lifelong member of the Champaign community and currently serves as a Board Member of the Greater Champaign County AMBUCS Club.