With over 30 years of industry experience, Kimberly has become truly dedicated to using her time and expertise to address each client’s unique financial needs. She is passionate about helping people work towards financial independence. Offering her skills as a financial counselor, business investment coach, and custom financial planner.
Driven by the firm’s desire to continue “Giving More”, Kimberly has been working with young millennials to address multi-generational planning from the bottom up. Through the introduction of their Young Professionals Program the firm hopes to highlight the incredible importance of planning for the future.
Kimberly has built and managed a successful financial planning practice for over two decades, as well as having acted as managing partner of a large Florida firm. She is a founding partner of Financial Strategies Group, in Sunrise, FL and Atlanta, GA, and prides herself on providing objective analysis to her clients, built on a relationship of trust.
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, who are both members of the FSG Team. She enjoys biking, scuba diving, yoga and spending time with friends and family. Kimberly and her husband Hank currently live in Fort Lauderdale, FL.
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