Kathy M. Siebel

Kathy M. Siebel

Director of Client Services

Phone: 866-329-7933


Kathy joined us in 2013. As the Director of Client Services, she is the smile that greets you when you enter our office. You will work with Kathy for service and operations-from finding a time to meet with someone on our team to working together to complete new account opening paperwork. She will be your guide through the process. Kathy brings 20+ years of financial services, client services & anagement experience to the team.

Kathy and her husband Jeff live in Cedar Falls, they have 2 grown children, both married, and an amazing granddaughter. They enjoy spending time with the family & being outdoors, biking or walking their Goldendoodles. She is an Iowa native, and an Iowa Hawkeye fan. Although she prefers the sun and sand, boating on the Mississippi or traveling to a beach in the Caribbean; Fall and Iowa Football are a very close 2nd.

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OR Call 866-329-7933 to plan your next steps.

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Vizalex is a marketing name for SJS Consulting, LLC. Any valuation of a client's business that is provided by SJS Consulting, LLC is an informal valuation, and is not intended to be, and may not be used or relied upon as, a fairness, solvency, or similar opinion, or for tax or gifting purposes. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Vizalex, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties' informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.