Sloan Magoch-Morales | Office Administrator & Marketing Director
Year Joined: 2015
Years of Professional Experience: 25+
What I love about Retirement Evolutions: The people
Places I’ve Lived: Milwaukee, WI; Casa Grande & Tucson, AZ
My Hobbies and Passions: Anything with water, camping, off-roading, my children.
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 her time 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 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 the majority 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.”
We invite you to come into our office
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at firstname.lastname@example.org, or call us at 520-399-6340 today!
By contacting us, you may be offered information regarding the purchase of insurance and investment products.
LISTEN TO JOHN AND KARYN ON THE RADIO
U.S. stock markets were enjoying an eighth consecutive year of a bull market until volatility toward the end of 2018 erased all of the past year’s gains.1 In times like this, as share prices continue to bounce back and forth on a day-to-day basis, investors close to or in retirement often transition to more conservative investments. One option is the municipal bond market.LISTEN
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If you look on the internet, you can find step-by-step instructions to do almost anything. But what about retirement planning? You can get a lot of information but putting the final plan together is something best done with professional help and guidance. Today Jon and Karyn provide four areas where a financial pro can be most valuable in getting things in shape for your post-working years.LISTEN