Introduction

Kyle Mills joins Schechter Wealth in 2021 as a Sr. Life Analyst.   His career in financial services began in 2009 as a corporate benefits consultant with a leading provider of outsourced human resources and employee benefits.  He transitioned to life insurance in 2014 when he began working with Mills Financial Group founded by his father H. Gray Mills in 1969.  Kyle has since dedicated his aptitude for technology to help advisors analyze and communicate the benefits of advanced life insurance strategies.

Kyle is known for developing digital communication tools such as the 2021 Estate Tax Calculator used by estate planning professionals around the country.  Kyle believes “the next generation of high-net-worth clients will continue to value personal relationships with Advisors; however, they will also demand more and better data to support their financial decisions.”

Mills has a Bachelor of Arts from Texas Christian University in Fort Worth, and a Master of Arts from DePaul University in Chicago.