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 JON AND KARYN ON THE RADIO
March 9, 2019, marked the 10th anniversary of the current bull market, the longest-running in U.S. history. In that decade, the market more than quadrupled, and when you factor in dividends, it’s up fivefold.
The short-term spikes over the past few years coupled with corporate share buybacks have served to keep performance humming. As we move forward, a few points of note:LISTEN
Retirement planning is like building a house – it needs a strong foundation. In this case, the foundation of a good retirement plan features eight specific pillars to build on – things like assets, income, and protective features that retirees need. Jon and Karyn go over what they are and how they fit into a plan to be sure your retirement goes as smoothly as possible.LISTEN
When Lessie Brown, a 114-year-old woman from Ohio, passed away in January, her family attributed her longevity to the fact that she ate a sweet potato nearly every day until she was well past 100.LISTEN
Unexpected developments can derail your retirement assets – things such as kids living at home longer than anticipated, the rising cost of both college (for the kids) and long term care (for parents, or maybe yourself). Not to mention that today’s retirement strategies are different than those of a generation ago. Jon and Karyn go over these and many more scenarios that your plan should take into consideration as retirement draws closer.LISTEN