Kathleen Weber

Kathleen is dedicated to helping individuals and families work toward their financial dreams. She leverages her ongoing financial services training with a practical tailored approach to advising 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 license with LPL Financial and Series 66 license with LPL Financial and Dallas Financial Advisors.