Kristy Schreiber
Senior Client Relationship Manager
Main: (920) 326-1880
Direct: (920) 326-7054
Cell: (920) 740-1363
Fax: (920) 239-6132
About
Kristy joined Pinnacle Private Wealth as a Senior Client Relationship Manager in February 2023. Her main focus is working hand in hand with Pinnacle Private Wealth’s Senior Partner, Todd Funk, to assist him while he helps his clients work towards their financial goals. Whether clients are looking to grow their financial portfolio, learn more about 401K options, or retirement planning, Kristy thrives on helping Pinnacle’s clients in the best way possible.
Experience and Education
Kristy earned an Associate’s Degree in Banking and Finance from Fox Valley Technical College and holds her FINRA Series 7 & 66 securities registrations through Commonwealth Financial Network®. Her past career experience includes working for Wells Fargo Investments as a Registered Sales Assistant from 1996-2003, with St. Paul Parish as Business Administrator from 2009-2015, and for Associated Investment Services as a Registered Sales Assistant from 2015-2023. Kristy's extensive background in wealth management ensures that clients receive well-rounded advice and support.
Personal
Kristy and her husband, Paul, were married in 1996 and have three children together. When not working, Kristy enjoys spending time with her family, reading, gardening, traveling, and spending time with her dogs.
Contact Kristy:
Office Address:
Mailing Address:
PO Box 216
Kimberly, WI 54136
(920) 326-1880