Get to know Kelly Maguigad
Director of Operations
Kelly’s attention to detail and love of working with people led her to her role as director of client accounts, where she excels. She is responsible for all service and administration of new clients, processing all paperwork and maintaining current client accounts. Kelly is passionate about what she does and loves what the team provides at Retirement Income Strategies; she is happy to give the “Ritz-Carlton” treatment to each and every client.
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 grew up in La Crosse, Wisconsin, where she met her husband, Jake. They 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.