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KYLIE CAGLE, CIC
Sales Coordinator



Kylie began her career in the insurance industry in 2004 as a commercial marketing coordinator for a large Property/Casualty agency in the Madison area. She became Life/Heath licensed in 2010 and joined Sam Greco & Associates as a Sales Coordinator. Kylie's insurance knowledge, computer skills and strong attention to detail has allowed her to service both our clients and advisors in a very efficient manner.

On a day-to-day basis, she is responsible for case design, providing illustrations and product research. In addition, Kylie performs many administrative duties such as bookkeeping, technology integration and general office management. She resides in Verona, WI, with her husband, Howard, and sons, Bennett and Tate.
Personal Information
Born

Bryan, OH

Activities & Interests
  • Watching Wisconsin Sports – Badgers, Brewers and the Packers
  • Volunteering
Something you may not know about Kylie

Kylie lettered in 3 varsity sports during high school – Volleyball, Basketball, and Soccer.

Favorite Quotes

"Coming together is a beginning.
Keeping together is progress.
Working together is success."

~ Henry Ford

"Live Well, Laugh Often, Love Much."
~ Bessie Anderson Stanley


PROFESSIONAL ACHIEVEMENTS

Bachelor of the Arts in Communication Arts and Rhetorical Studies

University of Wisconsin-Madison

Life Insurance / Accident & Health Licenses

IA, MI, MN, OH, WI.

Property / Casualty Licensed

WI

CIC

Certified Insurance Counselor

General Industry/Product Exams

Series 7
General Securities Representative

Series 66
Uniform Combined State Law Examination
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 Securities and investment advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC and a registered investment advisor. Sam Greco and Associates Financial Resources is not affiliated with SagePoint Financial, Inc. or registered as a broker-dealer or investment advisor.

This communication is strictly intended for individuals residing in the states where the registered representative is registered to conduct securities business. No offers may be made or accepted from any resident outside the specific state(s) referenced AK, AZ, CA, CO, CT, FL, GA, HI, IA, IL, IN, MA, MI, MN, MO MS, MT, NC, ND, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY. 

IMPORTANT CONSUMER INFORMATION
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