Social

Goodbye and Hello…

Today is a bittersweet day at the Kahler Financial Group Office as we must say one goodbye and another hello.

We are sad to say goodbye to our current client service specialist, Natalia Madera.  Over the past seven months Natalia has been taking great care of our clients in her role as client service specialist.  Unfortunately Natalia’s husband, who is currently serving in the Air Force, received orders to relocate to a new base out of state.  Natalia has been an amazing asset to the KFG team and she will be greatly missed.  We also want to extend our thanks to her husband for his service to our country.

On a happy note, we say hello as we welcome back Lilly Vaughn.  After taking ten months to cherish the last moments before her girls were in school full time, Lilly felt like she was ready to come back to her KFG family and her former role of client service specialist.  Lilly previously worked for KFG for three years before deciding to stay home with her girls before they started school full time. Now that her girls started school this fall, we are thankful she decided to re-join our team.  To learn more about Lilly, you can read her bio below or on the KFG website.

Lilly originally joined the KFG team in July of 2014. In November 2018, she decided she wanted to spend some time with her little girls before they were school age and left her position at KFG. In the fall of 2019, her children started school and Lilly decided she was ready to come back to her KFG family.

She holds a bachelor’s degree in English from South Dakota State University.  After graduation, Lilly and her husband moved to Washington State to begin their careers.  While in Washington, Lilly gained invaluable experience and knowledge working with a fee-only financial planning firm, where she not only sparked an interest in the industry, but also a dedication to delivering quality service to clients.

Lilly was born in Iowa, raised in various parts of the Midwest and graduated high school in Eastern South Dakota.  After living in Washington State and Montana for five years, Lilly and her family decided to move to the Black Hills to raise their family in 2013.  Their family spends most of their time making improvements to their small homestead and embarking on entrepreneurial adventures.

What Lilly Does All Day

Creating an excellent client experience is my number one priority, and that starts with the initial contact a person has with our firm.  Getting to know new people and finding out how our services match up with a person’s needs is something I truly enjoy.  I schedule meetings and ensure on-boarding clients are on track with their “homework” before each meeting.

If there is time during the day when I am not tending to our amazing clients, I am working on miscellaneous projects that help improve processes at KFG.

Print Friendly, PDF & Email

2 Responses to Goodbye and Hello…

  1. Masked Client September 11, 2019 at 2:25 pm #

    Welcome back Lilly…R & G

  2. Masked Client September 11, 2019 at 8:10 pm #

    Welcome back, Lilly! Goodbye Natalia. This is a very mobile world we live in these days.