Kyle Trautmann

Background

As the son of an actuary, Kyle grew up immersed in the retirement plan community and spent the first 10 years of his career as a Recordkeeper and Third Party Administrator (TPA). In 2021 Kyle brought his extensive knowledge to the advisory side of the business where he headed up a retirement specialist team on the broker dealer side. After four years spent in the constrictive BD world Kyle co-founded Evergreen Advisor Group with Drew Guiney with the stated goal to bring what they believe to be the very best solutions to their clients.

Approach

Kyle's diverse background allows him to view the retirement landscape through a broader lens. Evergreen’s retirement team uses his unique perspective to help clients identify and correct problems that a typical advisor may not see. Kyle also brings this unique set of analytic skills to the sales world, where he helps both existing and new plans to identify and conquer the many hurdles they encounter as they work towards a successful and streamlined retirement plan.

Personal

Kyle was born and raised in Washington State, before moving to California for college and sunshine. In 2009 Kyle returned to Seattle to work alongside his father in the retirement industry where he’s been ever since. In his spare time Kyle coaches his kids in soccer, basketball, football and baseball and volunteers as a mentor for young boys at the local elementary school. When he's not coaching on a local court or field you can find him out on a golf course with Tessa, or playing in a local rec soccer league.

Education & Credentials

• Azusa Pacific University - Azusa, CA
• Qualified Plan Financial Consultant