With more than a decade of experience, Kimberly specializes in comprehensive financial planning that integrates investment, tax, and estate strategies.
As a CERTIFIED FINANCIAL PLANNER™ professional, Kimberly combines technical expertise with a genuine passion for helping clients make confident financial decisions.
Kimberly is a key resource for financial planning, client service, and fiduciary guidance. She believes the foundation of great financial advice is trust and values building meaningful relationships with clients. By taking the time to understand each client's unique goals and circumstances, she provides thoughtful guidance through life's opportunities and challenges. Her goal is to be a trusted resource for every aspect of her clients' financial lives.
Outside of work, Kimberly enjoys spending time with her husband, Keith, and their two daughters, Kassie and Kelsey. She also enjoys staying active through sports and participating in community events.