

314 N Last Chance Gulch
Suite 313
Helena, Montana 59601
Kyle Reese is an agent with Breakaway Wealth Advisors who helps freedom-minded individuals, families, and business owners reclaim control of their money and build long-term financial autonomy through the Infinite Banking Concept. He began selling life insurance in 2018 while still working in corporate America, motivated by a desire to own his life rather than rent it. After discovering IBC in 2019, Kyle spent a year studying Austrian Economics, Nelson Nash’s writings, and the structure of properly designed insurance policies, ultimately adopting and teaching Nash’s principles beginning in 2020.
Kyle integrates the foundational concepts from Becoming Your Own Banker and Building Your Warehouse of Wealth with modern frameworks that help clients think like owners—emphasizing liquidity, clarity, and purpose rather than speculation or guesswork. His advisory approach reflects his broader leadership values: trust, authenticity, humility, and awareness. He believes financial strategy should empower individuals to steward resources with confidence and intention.
Beyond his advisory work, Kyle founded two thriving masterminds in Montana—one in Helena and one in Bozeman—where purpose-driven men gather to discuss leadership, business strategy, and intentional living. These groups embody his conviction that human relationships are the greatest form of currency and that growth accelerates in environments rooted in truth and accountability.
Kyle is a devoted husband and father of four, guided by his Christian faith and committed to helping families experience abundance and freedom through IBC.
The best way to contact Kyle is calling or emailing.
Located in: Montana
Also licensed to practice in:
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