Kyle Moffitt

I am a Client Service Associate at Kellman Barnes Financial Planning, where I have the opportunity to support our advisors and help ensure our clients receive a consistently high level of service. In my role, I serve as a “second chair” to the advising team—assisting with day-to-day client responsibilities such as trading within client accounts, preparing for client meetings, and supporting meaningful planning conversations.

With more than 12 years of experience in the financial services industry, I bring a practical, detail-oriented approach to my work. Most recently, I spent six years at Goldman Sachs Ayco, where I gained valuable experience helping clients take thoughtful, strategic steps toward their financial goals. At Goldman Sachs Ayco, I served in both the Private Wealth Management Department as well as the Financial Wellness Department. I enjoy being part of a team that values preparation, precision, and client-centered service.

Originally from Schenectady County, I graduated from Niskayuna High School and earned my undergraduate degree from Union College in Schenectady, New York. I currently reside in Latham with my wife and daughter.

Outside of the office, I’m an avid fan of baseball and football, and I enjoy traveling with my family to explore new destinations, especially the Southern Shore of New Jersey.