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.
Justin joined Retirement Income Strategies as client operations specialist. His love for helping people achieve their goals is why this role suits him well. Justin is responsible for assisting with service of new clients, processing paperwork as well as aiding in the maintenance of client accounts.
Justin grew up in Fountain, MN and graduated from the University of Wisconsin-LaCrosse where he met his wife Jill. They moved to Jill’s hometown of Evansville to raise a family and start their life together. Justin’s desire to help people led him to open his own health club in Evansville in November, 2007. After ten years of serving the community, he decided to sell the health club to Anytime Fitness and began the next chapter in his life. This led him to his current role with Retirement Income Strategies.
Justin and Jill have two wonderful boys, Nolan and Hudson. Together they enjoy all sports, traveling and time with family and friends. Justin coaches both boys in baseball and much of their free time is dedicated to sporting events.
Justin is passionate about helping people achieve their retirement dreams and enjoys being a part of a team that truly cares about their clients.