Kelly Soergel

Client Relationship Support

Having worn many different hats, including Head Chef, Vet Assistant, Child Care Owner/Provider and Automotive Factory worker, Kelly is happy to have found her niche in Financial Client Services.  With over 13 years in the financial field, Kelly enjoys assisting Kimsa’s clients with their accounts. Knowledgeable in dealing with a variety of financial services providers and the rules governing different types of accounts, she can help find the right form, contact or account number to get things done.

She lives in Wisconsin with her husband Randy and three loveable rescue Chiweenies. They have a beautiful daughter and son-in-law, and two adorable grandsons.

She watches and attends sporting events and loves rooting on all the Wisconsin teams. In her off time, she loves to cruise and travel, you can also find her camping, enjoying the great outdoors, or on any nearby golf course working on mastering the game.

Kelly Soergel fun
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