Kyle Getzen

Kyle is originally from Detroit, Michigan, and has been in the Austin area since 2018. Prior to working with us, he worked at RSM US for six years in their Cincinnati office. In his various public accounting positions there, he was focused on federal tax compliance and strategies for high-net-worth individuals and middle market businesses.

Kyle has a Bachelors in Accountancy from Xavier University and is a licensed CPA. Kyle has an extensive and diverse background of tax compliance and consulting, in addition to an excellent track record of providing quality service to his clients. He is confident he can leverage his expertise to bring value to our clients and help them achieve their goals.

Kyle Getzen

Kyle is originally from Detroit, Michigan, and has been in the Austin area since 2018. Prior to working with us, he worked at RSM US for six years in their Cincinnati office. In his various public accounting positions there, he was focused on federal tax compliance and strategies for high-net-worth individuals and middle market businesses.

Kyle has a Bachelors in Accountancy from Xavier University and is a licensed CPA. Kyle has an extensive and diverse background of tax compliance and consulting, in addition to an excellent track record of providing quality service to his clients. He is confident he can leverage his expertise to bring value to our clients and help them achieve their goals.

GET TO KNOW OUR EXPERIENCED TEAM

Chris Wilbratte

Founder and Partner

Jim Morano

Partner and CPA

Joe Osborn

Partner and CPA

Kyle Getzen

CPA

Angie Barron

Office Manager

Ajay Hingu

Tax Preparer

Kelly Manzano

Executive Assistant and Client Services

We make sure all the members of your team are communicating and are focused on the strategies to optimize your families future so that you can continue to grow as an entrepreneur and put 100% into growing your business.

Echelon Financial is an independent Austin-based firm helping clients build better relationships with their money, their family, their work, and their future.

Your goals. Your values. Your life.

Our Services

Wealth Management

Tax Preparation

Bookkeeping

Every Retirement Plan Should Include These 5 Points

Beware of the Tax Traps in Retirement

Contact

Address: 4201 Bee Cave Road, Suite C-101, Austin, TX 78746

Office: 512.381.4500

Toll-Free: 1.800.796.5690

Email: info@echelonfinancial.com

Echelon Financial is a member firm of The Fiduciary Alliance, LLC which is an SEC registered investment adviser located in Greenville, South Carolina. Advisor and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which Advisor maintains clients. Advisor may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Advisor’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Advisor’s web site on the Internet should not be construed by any consumer and/or prospective client as Advisor’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any testimonials or endorsements contained on this page or in videos may be given by current clients or non-clients and are not paid for. There are no conflicts of interest involved with any of those individuals' giving testimonials or endorsements.

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Copyright © 2024 Echelon Financial. All Rights Reserved. Privacy Policy | Site Design by

Echelon Financial is an independent Austin-based firm helping clients build better relationships with their money, their family, their work, and their future.

Your goals. Your values. Your life.

Our Services

Wealth Management

Tax Preparation

Bookkeeping

As Seen In

Every Retirement Plan Should Include These 5 Points

Beware of the Tax Traps in Retirement

Contact

Address: 4201 Bee Cave Road

Suite C-101,

Austin, TX 78746

Office: 512.381.4500

Toll-Free: 1.800.796.5690

Email: info@echelonfinancial.com

Echelon Financial is a member firm of The Fiduciary Alliance, LLC which is an SEC registered investment adviser located in Greenville, South Carolina. Advisor and its representatives are in compliance with the current filing requirements imposed upon SEC registered investment advisers by those states in which Advisor maintains clients. Advisor may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements. Advisor’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Advisor’s web site on the Internet should not be construed by any consumer and/or prospective client as Advisor’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any testimonials or endorsements contained on this page or in videos may be given by current clients or non-clients and are not paid for. There are no conflicts of interest involved with any of those individuals' giving testimonials or endorsements.

ces

Copyright © 2024 Echelon Financial. All Rights Reserved. Privacy Policy | Site Design by