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Kathleen Weber MBA, APMA

Kathleen Weber MBA, APMA

Wealth Manager

Kathleen is dedicated to helping individuals and families with a goal to achieve their financial dreams. She leverages her ongoing financial services training with a practical tailored approach to advise her clients. Kathleen earned the Accredited Portfolio Managing Advisor professional designation from the College of Financial Planning. She received her Master of Business Administration from Southern Methodist University and her Bachelor of Science from Loyola University of Chicago.

Kathleen holds Series 7 and Series 66 professional licenses and is a Registered Representative with and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA & SIPC.