Our Team
Kyle Atkins
President/CEO
As founder and president of his own firm, Kyle Atkins has been in the financial services industry since 1983. He has received his Certified Financial Planner designation (CFP), Chartered Life Underwriter (CLU) and …
Jon Trbovich
Financial Advisor
864-585-1010
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...
Denise Moody
Manager of Client Services
864-585-1010
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...
Benjamin Atkins
Financial Associate
864-585-1010
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...
Sherry Vaughn
Office Associate
864-585-1010
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...
Kate Sortet
Client Services Representative
864-585-1010
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...