Kristian Finfrock

Founder/Financial Advisor

kristian@ri-strategies.com

kristian-new

Kristian L. Finfrock is the founder/financial advisor at Retirement Income Strategies. After serving five years as a military police officer in the Unites States Army and watching his parents struggle financially, he set out to change the way people view retirement. Kristian believes the majority of financial and investment advice is fundamentally mistaken and often self-serving. He is on a quest to empower investors, small business owners and advisors to make better decisions and help them sculpt a better future and to make better educated and informed financial decisions.

Kristian loves to challenge the status quo, expose the truth and drive innovation in the investing world. He designs forward-thinking investment strategies for retirees and high net worth families across the U.S. by using his trademarked process. He coaches elite financial advisors and wealth managers across the country on how to innovate and bring value to clients. Kristian is a radio show host, a frequent TV guest and contributor to multiple publications, including Kiplinger’s.
Kristian is a Master Elite IRA member with Ed Slott and a member of the American Tax Planning Institute LLC. He has many years of experience providing retirement and income planning for individuals, and he strongly believes that a retiree’s income should never be affected by something the market does or does not do. Therefore, he focuses on creating dependable streams of retirement income that his clients may not outlive.

In his current practice at Retirement Income Strategies, Kristian and his team help individuals and business clients establish sophisticated—yet easy-to-understand—solutions for protecting and preserving wealth while minimizing tax exposure.

Kristian resides in Evansville, Wisconsin, with his two daughters, Kaitlynn and Kendra. They spend quality time golfing and traveling. They are active members of St. John’s Lutheran Church and of the Evansville community.

 

Kelly Maguigad

Director of Operations

kelly@ri-strategies.com
Kelly

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.

Thomas Berkholtz

Operations Analyst

Meet our professional financial advisors, consultants, and managers.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.

Travis Wiltgen

Operations Analyst

Travis Wiltgen focuses on seamlessly bringing on new clients and implementing, servicing and conducting annual reviews for existing clients. He is passionate about finance and helping others, which makes helping clients with holistic planning a perfect fit.

Before he came to Retirement Income Strategies, Travis spent more than six years with a financial firm in San Diego. With a deep understanding of the business, he provided education and guidance to advisors and their clients across the country with an end goal of helping people to and through retirement.

Travis grew up in Onalaska, Wisconsin, and earned his Bachelor of Arts degrees in business administration and public relations from Coe College in Cedar Rapids, Iowa. He holds insurance licenses across multiple lines, including life, accident and health, as well as property and casualty.

Travis has a passion for fitness, traveling and spending time with his wife, Xica. He is an extremely dedicated sports fan to the Green Bay Packers, Chicago Cubs and Iowa Hawkeyes.

Wesley English

Director of Marketing

Wesley English’s creativity and passion for building relationships come together in his role as director of marketing with Retirement Income Strategies. He is responsible for engaging with current prospects and serving as the primary point of contact for the firm’s informational workshops, as well as coordinating many client appreciation events throughout the year.

Wesley grew up in Edgerton, Wisconsin, where his dedicated work ethic and commitment to strong morals started to grow. Wesley worked in the health care industry for more than 15 years, where his customer relations, strong attention to detail and multitasking helped him take on leadership roles, project management and financial analytics.

Wesley now lives in Janesville, Wisconsin, with his girlfriend and their five wonderful boys: Aiden, Keegan, Parker, Caleb and Walker. Wesley enjoys spending time with his close family and friends and attending all his kids’ baseball, basketball and football games.

Wendy Currie

Director of First Impressions

Wendy Currie is passionate about meeting the individual needs of everyone she works with. She truly enjoys getting to know clients and finds it rewarding to watch their retirement dreams come true.

Wendy grew up near Lake Michigan outside of Port Washington, Wisconsin. In 1991, she moved to Madison, where she found her niche in customer service in many fields before transitioning to the financial services industry with Retirement Income Strategies.

Wendy and her husband, Scott, have lived in Evansville for over two decades and have two boys, Kyle and Austin. Kyle is interested in movie trivia and is the reigning champ in their house. Austin is in the process of attaining Eagle Scout rank, which is a very proud moment for the family. Austin has also been shooting competitive archery for 10 years and is passionate about caring for animals, especially dogs.

Kristian Finfrock

kristian

Our founder and top financial professional, Kristian Finfrock, wants you to maintain a retirement savings that is not majorly impacted by today's volatile market. Contact us at 888.275.3935 to learn more.

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Ed Slott’s IRA Corner

Ed Slott runs the Elite IRA Advisor Group dedicated to spread the word about smart retirement strategies.

Members of Ed Slott’s Elite IRA Advisor GroupTM are dedicated to being leaders in the IRA industry and protecting their clients’ families’ futures.

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Upcoming Events

Retirement planning is simple when you partner with the wealth management professionals at Retirement Income Strategies.

Our retirement planning professionals offer a number of events to provide education and assistance with senior life insurance, financial planning, and more. Click below to view our upcoming calendar.

» Calendar of Events

At Retirement Income Strategies, helping you meet your financial needs is our FIRST priority

Contact us at info@ri-strategies.com or call us at 888.275.3935 to schedule a time to discuss your financial situation and the potential role of insurance or investments in your financial strategy.