Kevin P. Ellis, CFP®, CPA
President (2001 – Present)

Kevin Ellis is a Certified Financial Planner (CFP®) practitioner and a Certified Public Accountant (CPA®) with over three decades of experience providing comprehensive investment advisory, financial planning and tax services to affluent individuals, professionals, business owners and corporate executives. Prior to taking the reins of Kyle Financial Services, Inc., Kevin led the financial counseling practice of the Milwaukee office of Deloitte & Touche LLP. Prior to that, Kevin was a Manager at Price Waterhouse LLP.

Kevin received a double major in Accounting and Finance & Investment Banking from the University of Wisconsin, Madison in 1988. Kevin is also a member of the AICPA and WICPA and served as a regular speaker on investment topics for the Milwaukee Chapter of the Society of Financial Service Professionals. Kevin has also been quoted in Investment News, a national publication for financial advisors.


Anthony M. Barbeau, CPA, PFS
Research & Portfolio Manager, Financial Planner
(2001 – Present)

Anthony (“Tony”) Barbeau is a Certified Public Accountant (CPA®) and a Personal Financial Specialist (PFS®) with over two decades of experience providing comprehensive investment advisory, financial planning and tax services to affluent individuals, professionals, business owners and corporate executives. Tony is responsible for investment research, manager screening, portfolio monitoring, rebalancing and financial planning. Prior to joining Kyle Financial Services, Tony served in the investment advisory practice of Arthur Andersen LLP in Milwaukee. Prior to that, Tony worked in the tax and financial counseling practice of Deloitte & Touche LLP in Milwaukee.

Tony received his Bachelor’s degree of Science in Economics and Business/Finance at the University of Minnesota in 1996 and a Bachelor of Business Administration in Accounting from the University of Wisconsin, Milwaukee in 1998. Tony is also a member of the AICPA and WICPA.


Katie O. Zimmerman, CPA
Tax & Financial Consultant
(2012 – Present)

Katie is a Certified Public Accountant (CPA) experienced in tax compliance and research, financial planning and performance reporting services for high net worth individuals, trusts and related entities.

Katie earned her B.S. in Business majoring in Accounting at Marquette University and earned an MBA with an Accounting focus from Marquette University. 

 

 


Beth Baldarotta
Office Manager
(2009 – Present)

Beth Baldarotta capably wears many hats for Kyle Financial Services, Inc. and her roles include client reception, professional scheduling, SEC record-keeping compliance, office management and tax return preparation and processing. Beth graduated Cum Laude from UW-Whitewater and is active in physical fitness activities. In 2008 Beth completed an Ironman Triathlon which involved swimming 2.4 miles, biking 112 miles and running a Marathon (26.2 miles) – all in one day!

 

 

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10850 West Park Place, Suite 500
Milwaukee, WI 53224
Phone: (414) 359-2020
Fax: (414) 359-2120
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