Kelly Eagan began her career in the financial services industry in 1999 as a personal banker with JP Morgan Chase, where she worked with high-net-worth clients. Prior to joining Loftus & Preusser Wealth Partners, she served in a variety of other key roles, such as management, sales, recruiting, training, operations and administration for several major banks, as well as with a large wealth advisory firm.
A key member of our team, Kelly focuses on our client experience efforts, portfolio reviews and analytics, team marketing and client events. She graduated from Bradley University in Peoria with a Bachelor of Science in business administration with a minor in marketing. Kelly holds Series 7 and 66 licenses, in addition to a life, accident and health insurance license.
Kelly lives in Naperville with her husband, Bill, and their two children. In her free time, she enjoys volunteering at her children’s schools in addition to several local charities. She spends most weekends cheering on her two kids at their various sporting events.