Kyle Bence joined our IAG team on January 17 as a Financial Operations Associate and will be working primarily with Lori Watt’s clients. His plans include learning the financial planning process, passing the required regulatory exams, and becoming a financial advisor.
His primary goal is to serve others while listening carefully. This served him well in his previous role as a sales representative for L.G. Evans. Now, he looks forward to using these skills to help people work toward their long-term personal and financial goals.
Kyle has high expectations for client service and is committed to helping others efficiently and effectively – from identifying goals, to building financial plans, to implementing those plans.
He has lived in Oconomowoc his entire life. Kyle graduated from the University of Wisconsin-Whitewater and is happily married to Caite. They celebrated the birth of their first child, Leona Bence, on June 24th, 2021.
Kyle’s father passed away 10 months ago at the age of 61 after a 7-year battle with cancer. Through this experience he learned to live every day like it’s your last, put forth your best effort in everything you do, and live, laugh and love to the best of your ability.
In his spare time, you will find Kyle boating in Lake Country or golfing. Kyle and his family are active members of St. Matthew’s Lutheran Church in Oconomowoc.