Team
Kyle R. Tatro
President | CEO | Wealth Advisor
+1 408-879-2344
kyle@thinkfinancialwealth.com
As Founder of Think Financial, a wealth management company; Kyle specializes on financial planning, asset management and insurance services for Business Owners and Executives, most notably, focuses on wineries in the Napa and St. Helena areas.
Before devoting his work fulltime to Think Financial, Kyle served as a financial advisor for Northwestern Mutual and Morgan Stanley. He trained bicoastally on the East Coast and West Coast, and now resides in beautiful Scottsdale, Arizona. Kyle flies nationwide to meet and consult with clients about their finances, and help each client with achieving their best individualized financial strategy.
Kyle is a husband and father to his wonderful wife, Nicole and three amazing childeren, Livia, Tucker and Vayda. He spends his nonwork hours swimming, cooking and fine-tuning his classic corvette collection.
Jeremy Lordge
Office Manager | Financial Paraplanner
+1 408 206-0047
jeremy@thinkfinancialwealth.com
Jeremy is a dynamic, accomplished Salesforce.com Administrator highly regarded for guiding key projects and the administration of Salesforce and related applications. He has a track record of exceeding expectations with industry leaders like Cisco.
Respected as a motivational, influential leader and collaborator, Jeremy ensures efficiency and accurate documentation under heavy workloads. Jeremy builds and maintains lasting relationships, driving organizational coordination through a people-focused approach.
Out-of-the-box thinker with demonstrated business aptitude, combined with excellent analytic, problem-solving, and interpersonal skills.