Kristi L. Schaeffer-Kleutsch, CSA - Certified Senior Advisor
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Kristi Schaeffer Kleutsch, President of the firm is the 3rd generation of Schaeffer’s in the financial services business. A UW-Whitewater business graduate of marketing and recreation management, Kristi is a Certified Senior Advisor. She has been licensed and actively practicing since 1999, following a sports marketing career. Kristi and her husband Dan Kleutsch reside in Kenosha with their three children. Kristi is securities licensed in Wisconsin and Illinois, and 12 additional states. She is licensed in life, health, disability and long-term care insurance licenses. Her industry associations include Financial Services Institute, National Association of Insurance and Financial Advisors, as well as Racine Kenosha Estate Planning Council.
Community involvements include: member of YMCA Kenosha Board of Directors, Harborside Governance board member, local schools volunteer, Girl Scouts of Southeast WI, WWBIC Advisory Council, Tempo Kenosha, Lord of Life Lutheran Church volunteer and Sunday school teacher, faithful friend of Hospice Alliance, Women’s and Children’s Horizons, ELCA Outreach Center, Meals on Wheels and additional local charitable causes.
Past active involvement including leadership roles with various groups such as Wisconsin Women Entrepreneurs, with Toastmasters International ATM-S, Business Networking International, Leadership Kenosha graduate, Kenosha Women's Network, and Junior Achievement instructor.
She enjoys spending time cheering on her kids in their activities, cooking and time with extended family and friends.
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