Professional Bio
Kimberly is a Partner at Cerity Partners and a CERTIFIED FINANCIAL PLANNER™ with nearly 30 years of experience in wealth management. Her work centers on helping clients navigate the full spectrum of financial planning, including estate and wealth transfer strategies, retirement and income planning, tax-efficient planning, and insurance and risk management. She takes a holistic approach to each client relationship, ensuring that every aspect of a client's financial life is thoughtfully addressed.
Before joining Cerity Partners, Kimberly held senior leadership roles, including Chief Operating Officer and Chief Compliance Officer, at several investment advisory firms over the course of her nearly 30-year career.
