Kathleen weber MBA, APMA

(972) 922-7890
1101 Clearview Drive, Allen, Texas, 75002

Business hours

Monday 9:00am to 6:00pm
Tuesday 9:00am to 6:00pm
Wednesday 9:00am to 6:00pm
Thursday 9:00am to 6:00pm
Friday 9:00am to 6:00pm

About us

Kathleen is dedicated to helping individuals and families achieve their financial dreams. She leverages her on going financial services training with a practical tailored approach to advise 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 and Series 66 professional licenses and is a Registered Representative with and Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, Member FINRA & SIPC.

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