Kyle Roulet

Managing Partner - Financial Advisor

As an experienced financial advisor with Raymond James I am deeply committed to investing my time in understanding what you are working toward before asking you to invest your money. While working collaboratively with you, your CPA, attorney and other professionals, I can help determine the most appropriate financial strategy for you and your family.

My journey as a financial advisor began in 2005 with AG Edwards and sons, which later became Wachovia securities. I then transitioned to Edward Jones in 2009 and continued to expand my experience over the next 14 years up to 2023.

I have earned a bachelor of arts degree from the University of California at Santa Barbara. I have also earned the accredited asset management specialist (AAMS) designation, which is given by the College for financial planning to individuals who successfully complete a 12 module professional education program, pass the final exam and commit to its code of ethics.

My wife, Tracy and I reside in El Dorado Hills along with our four sons: Tristan, Brody, Gage, and Knox. I am active both in my role as a father and within my community, coaching various sports for my son’s, and also coaching football at the high school level for nearly 12 years. I am currently a football coach at Oakridge high school in El Dorado Hills. I enjoy being an active member of my community and participating in local activities.

My client services manager, Nancy Rhea has been with me for the majority of my career. We are happy to be joined by our recent addition of Logan Roulet- Disalvo.

As a team, we pride ourselves on providing highly personalized service. All aspects of our business are aligned to help us better understand and meet our client's unique goals and needs.

R6 Wealth Management

R6 Wealth Management

Nancy Rhea

client service administrator

As a client services manager it is important to me to support our partners and help them meet their needs, as well as assist the financial advisor in executing client and branch processes for greater branch efficiency.

I attended San Jose State College before becoming a sales operations manager at various Silicon Valley software firms.

I realized that I wanted to get into the financial industry to make and impact on people. I joined Edward Jones in 2001. I now have over 20 years of experience within the financial industry.

With many years of experience in both this and similar roles, I believe in my ability to help clients reach their goals and make it easy to do so. Along with this, I bring a deep compassion for client needs, make it my upmost importance to follow through on regular appointments and create a relationship that allows for trust and dependability.

When I am not working, I enjoy supporting the local SPCA and wildlife rescue organizations in their endeavor to create a safe and nurturing place for animals.

Logan Roulet-Disalvo

Client Service Associate

As a client service associate, I aim to help foster growth and create success for our partners, as well as build a trusting relationship that can be relied upon for many years into the future.

I graduated from Oak Ridge high school in 2020 and shortly after completing an AA degree at Sierra College in 2023. In the spring of 2023, I will begin studying at Sacramento State University for the completion of my undergraduate degree.

I bring a good work ethic and positive energy to the workplace.

R6 Wealth Management