During Kimberly’s time as our Financial Coordinator, she gained first-hand experience assisting with client’s financial planning needs, worked in coordination with our team to implement marketing and business development strategies, and obtained her Series 7 and 66 licenses. Kimberly is outgoing with an inherent desire to connect with others and helps clients enjoy the confidence of having a well-executed financial plan designed for pursuing their goals.
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 from Texas A&M University.
Kimberly lives in her hometown of Corpus Christi with her labrador, Piper. She is an avid fisherman and seizes every opportunity to spend time on the saltwater. Kimberly volunteers for the Corpus Christi Coastal Conservation Association, helping the organization plan their annual women’s fishing tournament, Babes on Baffin.