500 N First Street, Suite 8000
P.O. Box 8050
Wausau, WI 54402-8050
Phone: 715.845.4336
Toll Free: 800.477.8050
Fax: 715.845.2718
Services
Growing up on a dairy farm, Kristi learned the value of hard work and dependability – those same attributes benefit Ruder Ware’s Fiduciary Services clients.
As fiduciary services administrator, she finds her accounting degree to be particularly beneficial. Kristi enjoys regularly interacting with clients and assists in the administration of their estate plans, trusts, and IRAs.
Specifically, Kristi helps clients by:
- Transferring, recording, and maintaining all assets and liabilities for new and existing trusts including stocks, bonds, and mutual funds, etc.; cash and money market; real estate; life insurance; privately held business interests; promissory notes; and, annuities.
- Assistance with investment portfolio maintenance
- Processing beneficiary and/or trust expenses
- Facilitating receipts and distributions
- Tax reporting assistance for trusts and IRAs
Growing up on a dairy farm, Kristi learned the value of hard work and dependability – those same attributes benefit Ruder Ware’s Fiduciary Services clients.
As fiduciary services administrator, she finds her accounting degree to be particularly beneficial. Kristi enjoys regularly interacting with clients and assists in the administration of their estate plans, trusts, and IRAs.
Specifically, Kristi helps clients by:
- Transferring, recording, and maintaining all assets and liabilities for new and existing trusts including stocks, bonds, and mutual funds, etc.; cash and money market; real estate; life insurance; privately held business interests; promissory notes; and, annuities.
- Assistance with investment portfolio maintenance
- Processing beneficiary and/or trust expenses
- Facilitating receipts and distributions
- Tax reporting assistance for trusts and IRAs
Civic Activities
Panther Pack Booster Club – Board Member (June 2017–present)
Professional Activities
Wisconsin Institute of Certified Public Accountants – Member (2020)
Civic Activities
Panther Pack Booster Club – Board Member (June 2017–present)
Professional Activities
Wisconsin Institute of Certified Public Accountants – Member (2020)
500 N First Street, Suite 8000
P.O. Box 8050
Wausau, WI 54402-8050
Phone: 715.845.4336
Toll Free: 800.477.8050
Fax: 715.845.2718
Services
Education
A.A.S., Accounting – Northcentral Technical College (2004)
B.S., Accounting – Purdue Global University (2022)
