Kyle Lottman, CFA, CMT, CPA

WEALTH MANAGEMENT ADVISOR

Mr. Lottman lives in Grand Junction, Colorado. He designs custom financial plans for busy professionals and entrepreneurs which incorporate strategic tax planning and prudent risk management.

Prior to joining Elevate, Mr. Lottman led a successful analyst career spanning nearly a decade in both equity and fixed income markets. During this time, he obtained the Chartered Financial Analyst® designation; regarded as one of the highest distinctions in the investment management profession. He also holds the Chartered Market Technician® designation and an active CPA license in Colorado.

Kyle grew up in the Vail Valley and attended Colorado State University where he graduated with both a Master of Accountancy Degree and Bachelor of Science Degree in Finance.

Outside of the office he enjoys anything and everything outdoors.