Klaudia joined our team in 2023 as an intern during her last semester of undergraduate studies at The University of Wisconsin – Milwaukee. After graduating with a Bachelor of Business Administration – Finance, Klaudia began her Financial Services career in 2024 as a Client Assistant for The Keverian Laubusch Dietz Group. With a background in customer service, Klaudia is committed to providing exceptional services to our clients. Klaudia has a drive for learning and furthering her career in wealth management by committing to attaining her SIE, Series 7, and Series 66 Registrations. Klaudia has also pursued a role in 2024 as an Instructor’s Assistant for a Portfolio Management Course at UW – Milwaukee, where she prepares materials for lectures and assignments, manages the course site, and grades submissions.
Klaudia moved to Milwaukee from her hometown Mauston, Wisconsin in 2020 when she started college. When not in the office or studying, she enjoys traveling, hiking, or relaxing at home with her cat.