Traci L. Weber FPQP®

Front Office Coordinator
  • Traci was born and raised in DeWitt, IA and recently moved back to be closer to her family and to share her love for the DeWitt community with her husband and children.
  • Traci and her handsome husband, Grant, are the lucky parents of Emily and Charlie. House divided, not only by gender but also by college sports (Hawkeye vs. Cyclone).
  • Traci graduated from Central DeWitt Community High School; as well as Eastern Iowa Community College earning a degree in Early Education.
  • Traci serves as the treasurer on the Board of Directors for the DeWitt Referral Center, a food bank and thrift store located in DeWitt that helps those in need in the Central DeWitt School District.

It's a family affair

My husband, myself and our children love volunteering within our community! From helping out at the local nursing home to delivering Thanksgiving day meals as a family to shut-ins. 

First summer job
Roofing houses

My dad is a self-employed contractor and my siblings and I all took turns helping our dad roof during the summer. 

It's all a numbers game
Coincidence?  I think not!

My husband's birthday is the 14th of the month. My birthday is the 10th of the month. Add those together and you get 24- which is the day of the month our daughter was born; subtract those and you get 4- which is the day of the month our son was born. 

What I am listening to? 
Armchair Expert

I love listening to podcasts each morning on my drive to work. Especially Arm Chair Expert with Dax Shepard. If you haven't checked it out yet, now is the time!

Dream destination
All for the love of elephants

My daughter has been enamored with elephants since she was 2. I would love to be able to take her on a safari to interact with elephants in the wild. 

Food addiction 
Did someone say avocado?

Whether it is at home or out to eat, if avocado is available I will for surely be including that in my meal. 


Individuals who hold the FPQP® designation have completed a course of study encompassing the financial planning process, the five disciplines of financial planning and general financial planning concepts, terminology and product categories. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process. Designees renew their designation every two-years by completing 16 hours of continuing education, reaffirming adherence to the Standards of Professional Conduct and complying with self-disclosure requirements.