Our Team

Kurt Triebold, MBA, CMFC

President / Financial Advisor

(262) 303-4806


When Kurt joined the financial services industry in 1998, he noticed far too often that industry investment advice could potentially be influenced by product sales.  Kurt takes his fiduciary role very seriously and is committed to the financial planning process.  This creates a logical client centered approach to any recommendations.  "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."  After a plan is implemented, Kurt meets with his clients on a regular basis to uncover any changing needs, goals, or concerns, and adjusts for these changes accordingly.

 Kurt and his family live in the Lake Country area where their kids keep them busy through an assortment of activities such as music, sports, church, and various other community organizations and functions.  Their leisure time is most often spent around outdoor activities such as traveling, camping, skiing, snowmobiling, and hiking. 

Kristi Kaiser

Operations Manager / Client Services Associate

(262) 303-4806


Kristi’s career in the financial services industry began in 2000 and has been a 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 you may throw at her.   In addition to traditional customer service duties, Kristi also assists Kurt with key office operations and she is truly integral to the overall success of the team.

 Kristi is married and has 2 kids which keep her very busy.  In her spare time she works with animals, in particular dogs and horses.  Over the years she has committed herself to fostering dogs, training search and rescue, as well as canine agility training.