Kyle Bochat, CEPA®, CPWA®

Sr. Wealth Management Advisor

Kyle Bochat believes in the power of taking time to fully understand each client’s dreams and goals. By doing so, he is able to construct a comprehensive investment plan, utilizing quality investments and tax efficient strategies with the goal to help reach financial destinations on time while building wealth and properly preserving assets.

Kyle is an experienced financial advisor who holds his Series 7 registration with LPL Financial and his Series 66 registration with IFG Advisory, LLC as well as Life, Health and Variable Insurance licenses. In addition to working directly with individual clients, Kyle is a member of the SGL Investment Committee, participating in the firm’s portfolio research and implementation. Utilizing our firm’s resources for financial analysis provided by correspondent research firms and distinct portfolio construction techniques, Kyle assists with investment selection and design of our firm managed portfolio strategies.

Before transitioning with Strong Gaddy Lee Wealth Management Group from Well Fargo Advisors, Kyle operated an Edward Jones practice in Sugar Hill, GA. There he operated his own branch office working with hundreds of families, individuals and businesses to develop plans to pursue their financial goals as well as solutions to protect their assets for the future. Kyle’s career began in healthcare management and operations, and he has found that business experience coupled with his financial expertise gives him a comprehensive perspective and skill set to better serve his clients today. He earned his bachelor’s degree in Finance from the University of Phoenix.

Kyle was raised in Northeast Georgia where he and his wife Erin have also raised their three daughters, Jaelynn, Natalie, and Mallory. Kyle serves on the boards of the United Way of Hall County as Chair for the Young Leaders Society, and also enjoys leading a South Hall area men’s fitness group. Kyle and his family attend and serve at Gwinnett Church in Hamilton Mill.