Kristi L. Parker

Assistant Fiduciary Services Administrator

Banner photo of Kristi L. Parker

Kristi L. Parker

Assistant Fiduciary Services Administrator

Banner photo of Kristi L. Parker

Kristi L. Parker

Assistant Fiduciary Services Administrator

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 an assistant 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
    • Stocks, bonds, and mutual funds, etc.
    • Cash and money market
    • Real estate
    • Life insurance
    • Privately held business interests
    • Promissory notes
    • 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)

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)