Director of Financial Planning
As a CERTIFIED FINANCIAL PLANNER™ Professional, Kimberly is a reliable resource for developing financial
plans that align with her clients’ values and priorities throughout all phases of their lives. From college planning to navigating retirement, estate planning and risk management, Kimberly creates confidence, clarity and balance along the way. She is devoted to building strong, life-long relationships by providing thorough assessments and delivering personalized strategies with a high level of client service. She finds fulfillment in helping individuals and families reach financial freedom.
Kimberly proudly graduated from The University of Texas at Austin with an Economics degree and a Business
Foundations Certificate from the McCombs School of Business. In her spare time, you’ll find her jet-setting around the world with her husband or at home cuddling with her 2 dogs, Sophie and Emmy.