The wealth management expertise successful lives demand

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Corpus Christi’s bayfront gazebos, miradores del mar (Spanish for “overlooks by the sea”), are based on structures in Morocco, Mexico and Spain. That’s something to see during your world travels.

Kimberly Prowse

Kimberly Prowse

Financial Coordinator


Kimberly researches investment ideas, maintains client financial plans, and provides back office support. Her ongoing goal is to provide our team with thorough, concise and valuable information to help them deliver the highest quality investment advice to our clients. Kimberly holds the Series 7 & 66 licenses. 

Before joining our team in March 2017, Kimberly served as the community relations and development director for The Salvation Army in Corpus Christi. She earned a bachelor’s degree in spatial science from Texas A&M University.

Kimberly lives in Corpus Christi, her hometown. In her free time, she enjoys fishing and hunting.

We apply advanced financial planning techniques to help people prepare for and live well in retirement.

John Holloway