Kyle Breitzman, Enrolled Agent, CFP (R), President.
Kyle has been a resident of Pewaukee since 2001 where he has come to love life by the lake. Having graduated with honors from UW-Madison with a BBA in Finance and Marketing, Kyle cut his professional teeth working for his father's company, Ameristar Mortgage, in Brookfield before moving onto Financial Planning.
In 2013, Kyle began to study personal income taxes and immediately saw an opportunity to help his clients more comprehensively.
Why do most people treat taxes and finances like separate topics? Doesn't it make more sense to coordinate
your taxes with your finances so both work together? Like peanut butter AND jelly?
Outside of the office, Kyle enjoys golfing (poorly), eating unhealthy food, playing softball and volleyball (co-ed), and watching sports. He founded Lake Runners Fit Club in an effort to combine his passion of running with a passion for building community. Currently, he is pledging $1 to Pewaukee PTO for every day he runs more than 4 miles. He also dreams of becoming a semi-pro Yolfer.
He is married to Spring Breitzman
, the loveliest mortgage originator in the Western Hemisphere, whom he met at Summerfest. They begot a daughter, Liliana, whose middle name "Sunshine" describes her perfectly.