Our Team

 

Kelly L. Weiser

Managing Partner

Kelly is passionate about helping clients create wealth for their future through insurance. A natural-born planner, she believes that a thoughtfully prepared insurance portfolio gives clients the opportunity to live life to the fullest while knowing that they’re fully protected in case of the unexpected.

Kelly graduated Cum Laude from the  University of Puget Sound  with honors in Business. Upon graduation, she quickly returned to her home state of California to participate in the prestigious  Coro Fellowship. After completing the Fellowship, Kelly served as the Director of Business Development for three years at Coro Southern California before choosing to work for Farmers Insurance Group at its corporate headquarters in Los Angeles. It was there that she met her now husband and business partner, Nick. After quickly rising through the ranks in Marketing for Kelly and Government Affairs for Nick, the two chose to leave corporate to open an insurance agency of their own.

In 2015, the Weisers acquired a thriving local agency from Dale Watson who retired after 37 successful years in business. Kelly oversees all new business development for the Agency as well as all Finance and Marketing Operations. She is deeply committed to giving back locally and is actively involved in the  Junior League,  Dream Foundation,  Alzheimer’s Association,  Women’s Economic Ventures,  Santa Barbara Chamber Ambassadors,  Oxnard Chamber Young Professionals, and  Partners in Education

EDUCATION & LICENSES

  • B.A. University of Puget Sound, Cum Laude

  • Coro Fellowship

  • Property & Casualty Insurance License

  • Life Insurance License

  • Health Insurance License

  • FINRA Series 6 License

  • FINRA Series 63 License

COMMUNITY ENGAGEMENT

  • Dream Foundation

  • Alzheimer’s Association

  • Women’s Economic Ventures

  • Partners in Education

  • Santa Barbara Chamber Ambassadors

  • Oxnard Chamber Young Professionals

  • Junior League of Santa Barbara

Let’s have a conversation!