Kristie L. Weber

Paraplanner

Kristie is a Paraplanner who strives to deliver exceptional client service. Kristie works with lead and senior advisers of the firm. She enjoys being creative away from the office by gardening, refurbishing old furniture and writing. Also, Kristie and her family are fond of spending time outdoors hiking and biking.

Certifications, Licenses, and Registrations

  • Registered Admin with Triad Advisors, LLC
  • Accident, Life, Health, and Variable Life/Variable Annuity Insurance Licenses

Education and Training

  • Series 7, 66
  • Bachelors Degree - Criminal Justice; University of Wisconsin - Eau Claire

Published Articles