Kathleen Weber

Kathleen is dedicated to helping individuals pursue their financial dreams. Her education and experience have fostered her practical approach to offering financial services and advice to her clients. Kathleen stays on top of her field by continually developing her professional skills with financial industry training. She earned the Accredited Portfolio Managing Advisor professional designation from the College of Financial Planning in 2017, in addition to Series 7 and Series 66 professional licenses in 2011- now held through LPL Financial. Kathleen received her Master of Business Administration degree from Southern Methodist University in 2003. She also earned a Bachelor of Science from Loyola University of Chicago.