Kimberly joined the team in May 2022, bringing more than 12 years of experience in wealth management and financial services. She is deeply committed to delivering exceptional client service by providing personalized, attentive support to every client while efficiently managing the firm’s daily operations.
Kimberly takes pride in her ability to solve complex client issues and streamline administrative challenges that can often stand in the way of a smooth client experience. She works proactively to anticipate needs, resolve problems quickly, and remove obstacles so clients can move forward with clarity and confidence. Whether coordinating details, clarifying processes, or handling intricate service requests, she focuses on making things easier and more efficient for clients at every stage.
Kimberly and her husband, A.J., have five children. Together, they enjoy attending their children’s sports games, spending time outdoors, and traveling. She also volunteers with The Hope Center for Kids and at her local church.