Financial Planning Panel

Tempo Kenosha is pleased to present three local professionals who will provide insight on financial and retirement planning. 

When:      Wednesday, June 10, 2020
Speaker:  Financial Panel
Where:     Virtual Zoom Meeting
Time:        Noon

RSVP by Tuesday, June 9, 2020
E-mail us tempokenosha@gmail.com

We will send you the meeting link when we receive your RSVP. Please include:

  • Your Name
  • Any announcements you’d like to share
  • Any questions you might have for our speakers
    • Our panelists have a wide range of knowledge in the areas of personal finance and retirement planning. Additionally, they can help share information on both the CARES Act and SECURE Act. Please submit questions with your RSVP. We will also use the chat feature during the presentation.

Guest Speakers:

Kristi Schaeffer Kleutsch, CSA
The Schaeffer Financial Group, LLC

Kristi Schaeffer Kleutsch, CSA

Kristi Schaeffer Kleutsch, Vice President of the firm is the 3rd generation of Schaeffer’s in the financial services business. A UW-Whitewater business graduate of marketing and recreation management, Kristi is a Certified Senior Advisor. She has been licensed and actively practicing since 1999, following a sports marketing career. Kristi and her husband Dan Kleutsch reside in Kenosha with their three children. Kristi is securities licensed in Wisconsin and Illinois, and 12 additional states. She is licensed in life, health, disability and long-term care insurance licenses. Her industry associations include Financial Services Institute, National Association of Insurance and Financial Advisors, as well as Racine Kenosha Estate Planning Council.

Community involvements include: member of YMCA Kenosha Board of Directors, Harborside Governance board member, local schools volunteer, Girl Scouts of Southeast WI, WWBIC Advisory Council, Tempo Kenosha, Lord of Life Lutheran Church  volunteer and Sunday school teacher, faithful friend of Hospice Alliance, Women’s and Children’s Horizons, ELCA Outreach Center, Meals on Wheels  and additional local charitable causes.

Past active involvement including leadership roles with various groups such as Wisconsin Women Entrepreneurs, with Toastmasters International ATM-S, Business Networking International, Leadership Kenosha graduate, Kenosha Women’s Network, and Junior Achievement instructor.

She enjoys spending time cheering on her kids in their activities, cooking and time with extended family and friends.

Christine King, CFP, CRPC, CDFA, CKA
Ameriprise Financial Services, Inc

Christine King, CFP, CRPC, CDFA, CKAChristine is a Private Wealth Advisor, Associate Vice President for Ameriprise Financial Services, LLC.  She is a Certified Financial Planner practitioner, Chartered Retired Retirement Planning Counselor, Certified Divorce Financial Analyst, and a Certified Kingdom Advisor. She specializes in fee-based comprehensive financial planning and asset management strategies. She has been in practice for 23 years. Her branch office is located in Brookfield, WI, and also maintains a comprehensive financial planning practice in downtown Kenosha. She is licensed in 14 states. Her areas of focus include: Divorce Financial Planning, Women’s Financial Strategies, Insurance, Family Finances, Wealth Preservation Strategies, and Estate Planning Strategies. She is a 2020 Five Star Wealth Manager Award winner. She has won this award every year since 2012.

Christine was raised in the Racine/Kenosha area. She recently returned home and lives in downtown Kenosha and loves it!  She earned her Bachelor Degree in International Business and Marketing from Carthage College in 1997. She is a proud alumna of Carthage and an avid volunteer. She serves on the Carthage College President’s Leadership Council and the Alumni Council.  Currently, she also is serving on the Carthage College 150 Years of Women campaign.

In addition, she is a member of Rotary Club of Kenosha-West. She also volunteers with Junior Achievement and Make a Difference WI. Both organizations are devoted to increasing financial literacy and work-readiness in our education system. Christine is the Immediate Past President of Kenosha Women’s Network. Kenosha Women’s Network is a local non-profit who through their mini grant program helps empower women and children of Kenosha County.

When she can, she enjoys adding stamps to her passport and spending time with her family and friends.

Kelly Mould, J.D., CTFA, CWS, CDFA
Johnson Financial Group

Kelly Mould, J.D., CTFA, CWS, CDFAKelly is Senior Vice President, Wealth Fiduciary Advisor for Johnson Bank.  She is an attorney and a Certified Trust Financial Advisor, Certified Wealth Strategist and Certified Divorce Financial Analyst.  She is also one of the winners of Johnson Financial Group’s Circle of Excellence Award provided to associates who excel in providing an exceptional client experience.

Kelly was born and raised in Racine Wisconsin, she graduated from the University Of Wisconsin Law School in 2011, is a Member of the State Bar of Wisconsin and has served on their Board of Governors representing Racine County.  Kelly also served on the Board of Governors for the Racine County Bar Association working diligently to build professional networks and increase the access to legal services for members of the Racine Community.  In 2016 Kelly won the Cynthia L. Murphy Community Volunteer Award for her service to the Racine Community. Kelly also has a Bachelor’s Degree in Communications and a Master’s Degree in Electronic Media from Marquette University.

Previously, Kelly was an associate with Hostak, Henzl & Bichler S.C. with a focus on family law matters, guardianships and estate planning.  In 2012 Kelly also received a Judicial Appointment to serve as Guardian Ad Litem in Racine County handling family custody and placement, guardianship and juvenile court matters.

Kelly also was an executive for Time Warner Cable with over 20 years of experience in the telecommunications industry and a reputation for exceptional management of people, products and technology. Her last role before embarking on a career in law was as Vice President of Customer Care for Time Warner Cable, Southeastern Wisconsin.

Kelly has a diverse professional background which includes extensive business experience and legal experience.   As a business leader and as an attorney she has consistently demonstrated an ability to build relationships, identify opportunities, develop strategic and creative solutions, facilitate negotiation and accomplish goals.