Advisor Profile

Kimberly Hillyard

Managing Director, Wealth Management

A trusted, experienced wealth advisor, Kimberly is the first woman to reach a director-level position through organic career growth within our wealth management division.

Kimberly is the Managing Director of Choreo’s Eastern Iowa team, where she serves as a trusted and experienced wealth advisor and leads the team. As the first woman to achieve a director-level position within the firm’s wealth management division history, Kimberly has built a reputation for delivering high-quality, client-focused financial services. 

Dedicated to building strong, lasting relationships, Kimberly provides a clear and transparent approach to financial management and planning. She empowers individuals, families, and business owners with the knowledge and insights needed to make informed decisions and achieve their financial goals. Her expertise spans business transition and transaction planning, estate planning, financial planning, philanthropy, retirement planning, tax strategies, and strategic partner alignment. She specializes in working with ultra-high-net-worth families, business owners, corporate executives, CPAs, and retirees, with a particular passion for supporting widows and women navigating financial transitions. 

In addition to advising clients, Kimberly shares her financial planning expertise within Choreo, leading financial planning workshops to support employees’ financial well-being. She is actively engaged in the community and is committed to giving back through volunteer work. 

Beyond her professional work, Kimberly is an adventurer at heart and enjoys traveling to new destinations.

CIVIC INVOLVEMENT & DESIGNATIONS

  • Cedar Rapids Area Estate Planning Council
  • CFP®
  • Board & Investment Committee Member - Greater Cedar Rapids Community Foundation
  • Investment Committee Member - Brucemore, Inc.
  • Junior Achievement of Eastern Iowa - Volunteer Teacher
  • Catherine McAuley Center - Volunteer ESL Tutor
  • Former Board Treasurer, Investment & Finance Committee Chair, Brucemore Inc.
  • Former Board Member, Catherine McAuley Center & Orchestra Iowa

EDUCATION & AWARDS

  • B.A. Business Management & Spanish, Simpson College
  • 2025 & 2024 Forbes Top Women Wealth Advisors - Best in State, ranked #4 ('25) and #2 ('24) in Iowa
  • 2024 Forbes Top Wealth Advisors - Best in State, ranked #17 in Iowa
  • 2024 Corridor Business Journal - Corridor Leaders 250
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