Get to know Kelly Soergel

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Kelly Soergel

Client Services Team Lead

A 13-year-plus veteran of the wealth management world, Kelly joined the industry after breaking free from a paycheck-to-paycheck situation. Now, she strives to help ensure the families we work with don’t end up in that situation themselves in retirement.

Kelly wears many hats in her role at Retirement Income Strategies, from helping fulfill complex client account requests to spearheading our back-office support initiatives and core projects. She also manages support for all billing, tax preps, bookkeeping, client assets and investment models. “I enjoy learning about each and every individual and what their financial goals are,” Kelly says. “I worked hard learning how to work with clients on issues that may arise to be able to find a solution to take care of the issue in a professional yet caring way.”

Born and raised in Edgerton, Wisconsin, Kelly currently resides in Milton, which she’s called home for over 30 years. She and her husband, Randy, have four children, two grandsons and three rescue Chiweenies. Kelly is an avid Packers, Brewers, Bucks and Badgers fan and attends games whenever she finds time. Outside of the office, Kelly enjoys golfing, camping and spending time with a good book — she can often be spotted with a David Baldacci or James Patterson book in hand.