Director of Client Accounts/Team Lead
Kelly joined Retirement Income Strategies as the director of client accounts. Her attention to detail and love of working with people led her to this role, where she excels. Kelly is responsible for all service and administration of new clients, processing all paperwork, and maintaining current client accounts.
Kelly grew up in LaCrosse, Wisconsin, where she met her husband, Jake. Kelly began working in loan servicing within the banking industry, where she worked for eight years, working in a fast-paced environment and handling client concerns. This experience made for a smooth transition into retirement planning. She worked with an advisor as an office manager for five years, where she gained valuable knowledge running an office and maintaining all client accounts and processes.
Kelly and Jake have two amazing boys, Caleb and Harrison. They moved to Evansville, Wisconsin, to find a close knit community ideal for raising a family. Kelly enjoys running, exercising, working outside and staying involved with her eldest son’s sports. Caleb loves all sports, especially basketball and baseball. The family spends lots of their time traveling to and from tournaments and games while his younger brother, Harrison, tags along and provides entertainment.
Kelly is passionate about what she does and loves what they provide at Retirement Income Strategies; she is happy to give the “Ritz-Carlton” like treatment for each and every client.
Tom joined Retirement Income Strategies as an Operations Analyst. His love for helping people achieve their goals is why this role suits him well. Tom is responsible for assisting with service of new clients, processing paperwork as well as aiding in the maintenance of client accounts.
Tom grew up in Sun Prairie, WI and graduated from University of Wisconsin-Madison where he majored in Personal Finance with a Certificate in Entrepreneurship. During college, Tom worked at BMO Harris Bank as a Customer Service Representative where he loved helping people with their Finances. Upon graduating Tom set out to find a role where he could make a positive impact in peoples lives. This led him to his current position with Retirement Income Strategies.
Tom is an avid Packer fan and enjoys running, reading, and spending time with his family.
Tom is excited to work at Retirement Income Strategies because of the unique proprietary solutions that help clients reach their financial goals in retirement.