YOUR GUIDES TO AN EVOLVING RETIREMENT

Get to know the dedicated professionals committed to your financial well-being every step of the way.

MEET THE TEAM

Our team is passionate about helping families create fulfilling and purpose-driven retirement lifestyles. Our experienced approach to financial guidance is centered around our core values of knowledge, open communication and strong relationships.

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Jon Magoch

President | Investment Adviser Representative

Year Joined: 2006

Years of Professional Experience: 20+

What I love about Retirement Evolutions: Each day, we are presented with precious moments, learning experiences, educational opportunities and challenges to conquer to make things a little better for those around us. Watching our team and company meet and deliver upon these moments, opportunities, experiences and challenges each day is truly humbling and inspiring. That is what I love about the Retirement Evolutions family!

Places I’ve lived: Tucson, AZ; Phoenix, AZ; Windsor, Canada

My hobbies and passions: Spending time with my daughter and family; travel; golf; warm ocean locales; experiencing the adventures of life while finding joy and happiness in everything I do.

Responsibilities: Jon invests most of his energy either helping existing clients manage their evolving retirement planning needs or meeting with prospective clients to design solutions for their unique situations. As president, he also tends to the global strategy and task allocations of ongoing business requirements.

Jon’s Professional Story: Jon discovered early that he had an enterprising itch to scratch. Even in elementary school, he learned that filling a service need (mid-day candy cravings of the students) suited him both in autonomy from the norm and in providing necessary resources in life (money for investing in baseball card collections). Jon explored several other entrepreneurial ventures throughout his years, but ultimately it was time spent in the financial and insurance industry that carved the path toward Retirement Evolutions. He experienced firsthand that even the best products from the best brands had limitations that impacted the thoroughness of people’s retirement planning, namely choice and breadth of focus. So he started Retirement Evolutions to fill that very service need and has never stopped looking for and implementing new ways for the firm to be an optimal retirement planning partner free of the boundaries of conventional financial service firms.

Jon’s Personal Story: Jon is born and raised in Tucson. He briefly sampled other living environments and certainly enjoys trips to Southern California and Mexico, but Tucson is where his heart is. Jon enjoys a close relationship with his family, most notably with his daughter. You are likely to find them at any one of her activities, traveling somewhere, at the pool or doing something around the house. If Jon isn’t with his family, working or scouring the interwebs, then it’s a good bet he is on a golf course somewhere or thinking about the next time he will be.

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Jamey Durbin

Transfer & Account Specialist

Year Joined: 2012

Years of Professional Experience: 25+

What I love about Retirement Evolutions: Being part of a close-knit team and working to put people’s minds at ease. Witnessing and practicing the core values of trust, integrity and “always doing the right thing”. This allows us to come together and help people with their financial situations every day. We go the extra mile to accomplish what is best for our clients.

Places I’ve Lived: Lexington, OH & Tucson, AZ

Hobbies and Passions: Spending time with family, sports (watching/attending), games, movies, exploring the outdoors

Responsibilities: Jamey oversees the essential function of implementing the solutions designed by the Advisor to suit the clients’ needs. He identifies and prepares all necessary avenues to establish accounts and ensures transfers are processed to completion. He ensures the information, accounts and notes in the client database are accurate. He also processes client-driven requests to update accounts.

Professional Story: Jamey and Jon met during college and have enjoyed a brother-like relationship ever since. Jamey graduated from the University of Arizona in 2000 with an engineering degree. After designing irrigation systems and working in quality control, he operated a landscaping company for 10 years. At Retirement Evolutions, Jamey draws on his analytical mind to ensure new accounts are processed with great attention to detail, his past relationships and life experiences to communicate with clients, and his friendships to work together as a company teammate.

Personal Story: Jamey grew up in a small town as part of a large extended family in Ohio and moved to Arizona at 11 years old. He played sports year-round through college. Jamey has a daughter who also graduated from the University of Arizona and is now a pediatric doctor. He has a loving wife with whom he shares a wonderful son. He is a cancer survivor after a 10-year battle with melanoma, which causes him to keep life simple in enjoying every day, appreciating life’s daily gifts and experiencing as many new and different things as possible.

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Sloan Magoch Morales

Client Concierge

Year Joined: 2015

Years of Professional Experience: 25+

What I love about Retirement Evolutions: The people. Every day is a wonderful learning experience for me and our team as we meet with the people who include us in their retirement journey. I get to hear life stories that are like none other, they are exciting and historic! We're here to help and provide a service, but it's really about creating relationships with people that will last for years. Our clients truly feel like part of my family.

Places I’ve Lived: Milwaukee, WI; Casa Grande & Tucson, AZ

My Hobbies and Passions: Anything with water, camping, off-roading, my children.

Responsibilities: Sloan ensures smooth day-to-day operations of the practice and that all clients, prospective clients and vendors receive the highest standard of service possible. She also oversees and coordinates the firm’s busy events calendar.

Sloan’s Professional Story: Sloan came out of the gate ready to make her mark in the professional world. Before she was of age to legally order a cocktail, she was running a real estate office of 120 agents. Her noteworthy youthful achievements didn’t end there. As an employee of Pima County, she became the youngest interim court administrator ever entrusted with that role. Before she was done working for the court system, she was leading a department of 40-plus people, eight courtrooms and the court calendar. Over the years, she found success in other roles, but serving others was always at the forefront of the endeavors she pursued. That ingrained call to service, background and unique ability to replace Ken with another “Magoch” was an ideal fit to join the team. Since that time, Sloan has found enjoyment in learning a new industry, tackling the diversity of tasks, and sharing stories with the good people who call or walk through the door.

Sloan’s Personal Story: Sloan was born in the Milwaukee area but grew up and spent most of her life in Tucson. She has been married to her husband, Mike, for over 20 years, during which time they raised their blended family of six now-adult children. Her happiest place is being on the beach with her feet in the sand. If it can’t be the beach, then just being outdoors is good enough. She and her family are no strangers to the dunes and other prime locations to ride toys and camp. Her energy is naturally drawn toward following closely the pursuits of her sons and niece and every day fulfilling her motto of “live, laugh, love.”

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Christine LaBoy

Transfer & Account Specialist

Year Joined: 2023

Years of Professional Experience: 20+

What I love about Retirement Evolutions: Being part of a team that is genuinely dedicated to doing best by their clients. I'm given opportunities every day to grow in my role and be exposed to new areas of the business. The work challenges me, and our team provides the utmost support as we solve problems together. What we do matters; it is important work with meaningful consequences.

Places I’ve Lived: San Diego, CA; Charleston, SC; Jacksonville, FL; St. Mary’s, GA; Buffalo Grove, IL; Tucson, AZ

My Hobbies and Passions: Traveling, spending time with family and my dogs

Responsibilities: Christine handles the account administration for clients. She manages the transactional paperwork, submittals and record-keeping in the client database. She ensures that every matter of the account management is in order so that every client is handled with care and attention.

Christine’s Professional Story: Christine has had a long career managing large teams and serving a diverse client base. She has a background in hospitality management as well as management roles at a customer service center. When she moved to Tucson, she transitioned into non-profit, where she transformed the role of Program Director for the Ronald McDonald House of Southern Arizona. Over the course of 15 years, she grew the volunteer network and supporting team roles at the House, while expanding the reach of the House programs in the community. This work brought Christine deep into the Tucson community, and supported her natural disposition to generous service of those she works with. Christine’s path has afforded her a deep well of work ethic and focus on people first. She appreciates the individuals behind the client portfolios and provides both a caring and careful attention to detail to everyone she manages.

Christine’s Personal Story: Christine grew up in Tucson, before branching out to live in many areas across the U.S. She has built a large and loving family that spans many states, but her heart remains here in Tucson where she currently lives. She enjoys regular visits with her father and visiting the beauty of the desert often. Like any Tucsonan, she enjoys being poolside, eating good food and traveling to get out of the heat. Her favorite destinations include anywhere there is a beach and a gorgeous sunset.

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Kenneth Magoch

Legacy Board Member

When our company creates our own Mount Rushmore, Kenneth will be the first face on it! That's because, for 12 years, Kenneth was the first face you saw at our office, running the front desk and receiving guests while also managing our office operations. A retired police officer, Kenneth gave us the heart of a public servant in his daily work. His dedication and good nature remain the backbone of our company, so we have given him 'legacy' status and a lifetime seat at our table.

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