SAM GRECO FINANCIAL - Key Persons

Kylie Cagle

Job Titles:
  • Financial Advisor
  • Sales Coordinator
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.

Samuel A. Greco III

is Sam Greco Financial's owner and managing director. He oversees strategic development and works to ensure the firm maintains and continues to improve the level of service to clients and associates. He is a Registered Principal, Investment Advisor Representative, and OSJ Manager.

Vanessa Harwell

Job Titles:
  • Administrative Assistant
  • Office Administration
Vanessa Harwell serves as administrative assistant at Sam Greco Financial. She joined the firm in March 2013. She enjoys visiting and getting to know the firm's clients. Vanessa started her career in office management in 1996. She had been working in her father's law practice at the time. She also oversaw her father's bail bond business. After her father retired, Vanessa managed an associate's law practice for 10 years. Vanessa received her BS degree from Texas Woman's University in Interdisciplinary Studies. Vanessa and her husband, Ed, moved to Madison, Wisconsin, in 2010. Ed is a native of Madison. They and their Labrador Retriever live in Middleton, Wisconsin. A fifth generation Texan, she enjoys Wisconsin's four seasons. Vanessa is a Non-Registered Assistant with SagePoint Financial.