Kimberly joined our team in January of 2012. She has worked in small business management for over 20 years.
Kimberly’s securities registrations include Series 7, Series 63, Series 66 and a Chartered Retirement Plans Specialist
designation. She is also licensed in Life and Health Insurance. Kimberly is the direct contact for our business clients
regarding their company’s retirement plan. Kimberly works with companies to setup new retirement plans and
assists with the ongoing maintenance involved. She strives in participant education to create successful retirement
plans for all clients.