Kimberly specializes in comprehensive financial planning, investment management, and advanced income strategies for high net worth individuals. She adds value and a holistic approach to planning by collaborating with specialist in various disciplines including tax planning, estate planning and asset protection. Kimberly’s practice focuses on helping clients avoid the common mistakes, while putting them on a financial path that is aligned with their goals.
Kimberly has built and managed a successful financial planning practice for over two decades as well as having experience as Managing Partner of a large Florida firm. She is a founding partner of Financial Strategies Group Inc., in Weston, FL and Atlanta, GA and has dedicated herself to providing independent, objective analysis based on a relationship of trust as the cornerstone of her practice.
Areas of Expertise
- Comprehensive Financial Planning
- Investment Management
- Estate Planning
- Income Distribution Strategies
- CERTIFIED FINANCIAL PLANNER™
- Financial Planning Association Member
- National Association of Insurance & Financial Advisors Member
- Bachelor of Arts, Auburn University, 1985
Outside The Office
Kimberly and her husband Hank enjoy traveling and spending time in the Florida Keys. She has two sons Nick who is a member of the FSG Team as Financial Planning Coordinator and Christopher who graduated from the University of New Hampshire and is now working with Eaton Vance Funds in Boston. Kimberly enjoys biking, scuba diving, yoga, running, tennis and spending time with friends and family. Kimberly and her husband Hank currently live in Fort Lauderdale, FL.
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