Our Team

Kristi Kaiser

Operations Manager / Client Services Associate

(262) 303-4806

Kristi@othadvisors.com

Kristi has been in the financial services industry in 2000 and has been Client Services Associate to Kurt Triebold since 2006.  For those of you who know Kristi, she is delightful on the phone, courteous, and prompt with any questions...

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Kurt Triebold, MBA, CMFC

President / Financial Advisor

(262) 303-4806

Kurt@othadvisors.com

"Client goals, concerns, and risk tolerance must be considered first before any investment recommendation is made.  Financial products are simply tools we use to help clients fulfill any financial game plan."

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