With IAG since: 2021
Personal: Family time and volunteering
Phone: 262-446-8150
Fax: 262-446-8135
Email: kbence@iagwealthpartners.com
At the core of IAG Wealth Partners is a commitment to helping people achieve their dreams. I joined the team at IAG following a career in CNC Machine Tool Distribution. This experience has taught me the critical importance of relationships and the power of active listening. These skills allow me to deeply understand and respond to our clients’ needs and desires. This foundation has profoundly shaped my approach to financial planning.
I am passionate about forging connections that transform clients’ goals into reality. Through active listening, I identify tangible solutions and foster win-win partnerships that benefit all parties involved. I always strive to see the world through my clients’ eyes, tailoring plans to their unique needs, ensuring accountability, and building enduring, successful partnerships.
Adaptability and flexibility are principles I live by. I recognize there is no one-size-fits-all solution in financial planning. Inspired by my parents’ advice to pursue a career that feels less like work and more like passion, I found my calling as a financial advisor, a role where I never feel like I’m working a day in my life.
Outside of work, my life revolves around my wonderful family. My wife, Caite, and our daughters, Leona and Poppy, are my world. Residing in Oconomowoc, WI, I am an active member and serve on the Board of Outreach at St. Matthew’s Lutheran Church. When not advising clients or participating in the community, I enjoy golfing, boating, traveling, and family time.
Financial Advisors
