Sales Coordinator | Financial Advisor and OSJ Delegate
Kylie Cagle is the Sales Coordinator, Financial Advisor, and OSJ Delegate at Sam Greco Financial. She oversees case design and provides illustrations and product research at the firm. She also does bookkeeping, technology integration, and office management.
Kylie oversees advisors across the Midwest and assists clients on a daily basis. She holds Series 7, Series 66, and Series 24 licenses.
Kylie graduated from the University of Wisconsin, Madison in 2002 with a degree in Communications. After college, she worked briefly for a local accounting firm as an administrative assistant. In 2004, Kylie began work in the insurance industry as a Commercial Marketing Coordinator for a Madison based property/casualty agency. In 2010, she received her life/health license and began working at Sam Greco Financial.
Kylie’s extensive insurance knowledge, computer skills, and strong attention to detail have provided an invaluable service to the firm in helping clients and advisors.
Kylie lives in Madison, Wisconsin with husband, Howard, and sons, Bennett and Tate. She enjoys watching her sons play on sports teams and is big fan of the Badgers, the Brewers, the Bucks, and the Packers.