Kimberly brings over 20 years of experience in financial services. Her expertise and certifications allow her to always stay informed about best in class planning strategies and hold her to the highest fiduciary and ethical standards. Kimberly is passionate about getting to know her clients on a deeper level and works as their personal CFO. Her extensive knowledge in tax planning, complex portfolio construction, retirement income planning, estate planning, health care, equity compensation and employee benefits allow her to provide value to her clients in all areas of their financial lives. Kimberly likes sharing her knowledge through speaking opportunities and gives back to her community by serving as the Board President of Daemion Counseling Center Board of Directors. In her free time, she enjoys working out, traveling and spending time in the garden. She lives in Phoenixville, Pennsylvania with her husband James and three children, Juliet, Liza and Preston.

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