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Fiduciary Advisor – Retirement Plan Services Specialist

Kyle R. Hauenstein

Kyle R. Hauenstein

Kyle R. Hauenstein

Name:

Kyle R. Hauenstein

Job Title: 

Fiduciary Advisor – Retirement Plan Services Specialist

Where did you grow up? 

Mediapolis, Iowa

What year did you begin your career at Two Rivers Bank & Trust? 

2015

Can you please explain your current role? 

I am responsible for assisting individuals and employers with the full spectrum of financial planning. My neighbors and I work together on estate planning, growing wealth, financial goal planning, and even budgeting. I also get the opportunity to administer and service retirement plan options including, but not limited to, profit sharing, 401(k), SIMPLE IRA, SEP IRA, as well as Roth and Traditional IRAs.

Leading up to your current job, what other experience do you have related to the banking industry?

I have been supporting individuals and businesses in meeting their financial goals since 2008. Prior to joining Two Rivers I was a Financial Advisor in the Denver metro area.

Please highlight your community involvement. 

I am Vice President of Mediapolis Education Foundation, founder of Souled out Wresting – youth mentorship program, coach multiple youth sports programs, serve our local church, and support community outreach programs.

What do you enjoy most about your role at Two Rivers Bank & Trust? 

I enjoy the variety. In my role as a fiduciary advisor I encounter opportunities to help my neighbors with everything from complex estate planning to budgeting. In my role as Retirement Plan Services Specialist, I enjoy helping local businesses provide financial support to their employees. Standing beside their employees and helping them navigate the complex world of finance as they prepare themselves for the future.

What does being a good neighbor mean to you?

It means doing life together. I’m not selling a product. I have an expertise that can benefit the neighborhood. Offering myself in that capacity as I lean on the people that rub shoulders with me in the grocery store – for their expertise in carpentry, manufacturing, tax preparation, and service. That is what it means to be a good neighbor.

 

Contact: 319-753-9127