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.
With more than 15 years in wealth management, Kimberly strives to deliver consistent, high-quality services to a variety of clients. She is passionate about creating strong relationships with her clients. As a trusted advisor, she provides a clear, concise approach to financial management, offering transparency and insights to empower individuals and families to make informed decisions to reach their objectives.
Kimberly also brings her financial planning knowledge to Choreo employees by providing financial planning workshops within the firm. She actively volunteers in the community and enjoys taking adventure trips.
PROFESSIONAL AFFILIATIONS AND DESIGNATIONS
- CFP®
- Financial Planning Association, Eastern Iowa chapter
- Cedar Rapids Area Estate Planning Council
- Corridor Business Journal, 2017 Forty under 40 honoree
- United Way of Eastern Central Iowa, 2017 Outstanding Adult Volunteer finalist
- Waypoint Services, 2016 Women of Achievement in Leadership
EDUCATION
- Bachelor of Arts, business management and Spanish, Simpson College in Indianola, Iowa
- CFP® Certification Curriculum, The American College of Financial Services, King of Prussia, Pennsylvania
