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