Kyle Schau, CFP®, CRPC®

Partner | Financial Advisor

Kyle believes client service is often overlooked by most advisors, yet it’s the foundation of a lasting partnership. He brings that mindset to his role as a financial advisor, working alongside individuals and plan sponsors to address their needs. Kyle guides individuals through their financial journey by working backwards – understanding their goals, identifying what they’re doing and where they stand now, and then advising on any gaps that exist in their financial plan. He also works alongside plan sponsors to navigate the complexities of facilitating and maintaining beneficial retirement savings vehicles for their employees.

Prior to joining LHD Retirement in 2015, Kyle worked as a broker and a specialist on the high-net-worth team of a major financial services firm.

Kyle has a bachelor’s degree in finance from the University of Iowa. He is a CERTIFIED FINANCIAL PLANNER™ professional and has earned the Chartered Retirement Planning Counselor (CRPC®) designation. He has also passed the FINRA Series 7 and 63 exams, held with LPL Financial.

Outside of work, Kyle is embracing his role as a husband and father. He was married in August 2022 and became a father in March 2023. Kyle enjoys life on Indianapolis’ northside and getting involved in his Westfield community.