KYLE ATKINS FINANCIAL GROUP - Key Persons
Benjamin has been a part of the financial services industry for 15 years. He holds his series 6 and 63 licenses and also has his LUTCF designation. Benjamin married his wife Jennifer in 2005 and constantly has something to do trying to keep up with his four children: Emma, Heath, Poppy, and Titus. In his free time, Benjamin enjoys traveling with his wife and eating her cooking, collecting books, and spending time with his children. One of Benjamin's favorite Bible verses is Jeremiah 33:3, "Call unto me, and I will answer thee, and shew thee great and mighty things, which thou knowest not."
Job Titles:
- Manager of Client Services
Denise has been with Kyle Atkins Financial Group since November of 2000. She provides excellent care and support to our clients and team with her extensive knowledge of our investment platforms and annuity programs. Denise married her...
Denise joined Kyle Atkins Financial Group in November 2000, and she has consistently provided top-notch care and support to both our clients and team members. Her extensive knowledge of investment platforms and annuity programs has been invaluable in ensuring our clients achieve peace of mind.
Denise married her husband Monty in 1995, and together they have raised two wonderful children. In her free time, Denise loves to explore her creative side through decorating, shopping, and cherishing precious moments spent with her grandchildren.
A dedicated member of Holston Creek Baptist Church in Inman, SC, Denise is an active participant in her community. Her favorite aspect of her role at Kyle Atkins Financial Group is the opportunity to make a difference in our clients' lives by helping them navigate the complexities of retirement planning with confidence and ease.
Jon Trbovich is a Financial Advisor at Kyle Atkins Financial Group. Jon currently holds his series 6, 7, 63, and 65 licenses. Jon specializes in finding the right solution for his client's needs. Jon is licensed to use all of the...
Jon Trbovich is a Financial Advisor at Kyle Atkins Financial Group. Jon currently holds his series 6, 7, 63, and 65 licenses for the states of Arizona, Colorado, and North & South Carolina. Jon specializes in finding the right solution for his client's needs. Jon is licensed to use all of the main financial products in Colorado, North & South Carolina. Before joining Kyle at Kyle Atkins Financial Group, Jon spent the previous 22 years in the financial industry in a variety of roles. Jon started his career at Merrill Lynch where he spent time both as a 401k representative, and as an Investment Analyst. From there, Jon worked for Charles Schwab as an Institutional Relationship Specialist. In this role, Jon worked with clients that had over $500,000,000 at Schwab in an institutional role. Jon left Schwab to work for Schield Management. Jon was VP of Sales for the North-Eastern US. Schield got acquired by CLS Investments where Jon became Sr VP of Regional Sales for the South-Eastern US. Jon grew the territory from $30million to over $1.5Billion when he left. Jon enjoys the outdoors with his wife, Zoë, and son, Luke. They spend their free time either hiking, camping, going to soccer games, or boating.
Job Titles:
- Client Services Representative
Kate joined Kyle Atkins Financial Group in 2023. She assists our team with administrative duties to give our clients the best care and support. Originally from Rock Hill, SC, Kate moved to Spartanburg to attend USC Upstate, where she obtained her bachelor's degree in 2015. She further expanded her knowledge in the field of business by completing her Master of Business Administration from Purdue University Global in 2022.
Kate brings a unique blend of creativity and business acumen to our team. Her passion for coffee not only fuels her day but also highlights her 5 years of experience working as a barista. In her free time, Kate enjoys expressing her artistic side through painting. A proud member of Hope Point Church in Spartanburg, Kate is committed to building strong connections within her community. As a key member of our team, she is devoted to providing exceptional support to our clients.
Sherry has been with Kyle Atkins Financial Group since 2021. She provides support to clients by connecting each one to the appropriate team member. Sherry grew up in this area and graduated with degrees in nursing from Clemson...
Sherry joined Kyle Atkins Financial Group in 2021. She has been instrumental in providing crucial support to our clients. She is the smiling face that greets our clients.
Having grown up in the area, Sherry pursued her passion for nursing at Clemson University, where she earned her BSN, and later at the University of South Carolina, where she obtained her MN. After a fulfilling 30-year career in the Academic Affairs Division at Spartanburg Community College, Sherry decided to embark on a new journey with our team.
Sherry is happily married to her husband, Steve, and is a proud mother to her son Ashley and daughter-in-law Tae. In her free time, she enjoys expanding her knowledge, reading, walking, and traveling. Sherry is a long-time member of Church at The Mill, actively participating in her community.
Sherry's favorite aspects of her role at Kyle Atkins Financial Group include interacting with our diverse client base and being a part of an exemplary team that consistently goes above and beyond to provide the best financial services possible.