As her clients’ personal financial advocate, Kimberly focuses her expertise on growing and protecting their wealth. From managing portfolios to trading and researching investment strategies, she ensures client services are handled proactively and tailored to their best interests.
In addition to passing the rigorous national CERTIFIED FINANCIAL PLANNER™ (CFP®) exam, she has also earned the Chartered Financial Consultant (ChFC®) designation. As the first point of contact for all client service requests, she is truly passionate about working closely with clients to achieve their most valued financial goals. Beyond portfolio management, she also coordinates all life insurance and long-term care processing for clients.
A Pacific Northwest Native, Kimberly is an outdoor enthusiast and spends most of her free time hiking, cycling, running, and boating in the Puget Sound with her family and friends.