The Weiser Agency | www.theweiseragency.com
Kelly@TheWeiserAgency.com | (805) 984-3777
About: 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, and Partners in Education.
Specialties: Kelly specializes in solving complex insurance problems for everyone from first-time homebuyers to high-net worth individuals with properties in multiple states and multiple counties. She has a reputation for coming up with creative insurance solutions for properties deemed to be "uninsurable" by others either due to value, size, or proximity to perceived wildfire risk.
Quote: "Creativity is allowing yourself to make mistakes. Art is knowing which ones to keep." — Scott Adams
Connect: Contact Kelly at Kelly@TheWeiserAgency.com or at (805) 984-3777, or visit her website below!