Kristy Schreiber

Senior Client Relationship Manager

Main: (920) 326-1880

Direct: (920) 326-7054

Cell: (920) 740-1363

Fax: (920) 239-6132

kristy@pinnacleprivatewi.com

Kristy’s LinkedIn

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, tied the knot back in August of 1996. They have three children together: Olivia (23) currently lives in Sarasota, FL working on her Master’s in Counseling and Social Work, Sam (20) currently attends the University of Wisconsin-Eau Claire studying Kinesiology (Strength and Conditioning) while running track and field, and Jack (17) who is a senior at Kimberly High School and also plans to attend the University of Wisconsin-Eau Claire in the fall of 2023 to pursue a degree in Business Finance and also runs track and field. When not working, Kristy enjoys spending time with her kids, reading, gardening, traveling, and watching her boys run track.