Kimberly is a 30-year veteran of the financial services industry, a Certified Financial Planner and an accomplished Certified Investment Management Analyst (CIMA). She earned her CIMA credentials through The Wharton School Aresty Institute of Executive Education and The Investment & Wealth Institute.
Kimberly has expertise in the development of personalized financial plans; in particular, the implementation of those plans including investment management. Kimberly has experience as a trust officer, has advanced certifications within the life insurance industry, and was a portfolio manager and investment advisor for boutique investment advisory firms before beginning KCG Investment Advisory Services in 2009.
She is passionate about creating financial plans for her clients that align with their core values and life purposes.
Kimberly believes in family first and enjoys scenic drives and bike rides with her husband, and family time with her sons.
Getting to Know Kimberly
- Bucket List: A mission trip to India
- Favorite Book: Midnight in the Garden of Good and Evil by John Berendt
- Favorite Food: Salt & vinegar potato chips