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.
During Kimberly’s time as our Financial Coordinator, she has 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. Among her other responsibilities, Kimberly plans our annual client Fishing Tournament, Dove Hunt and Holiday Party. 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 and relishes the abundance of nature and outdoor adventure that the Coastal Bend has to offer. She is an avid fisherman and seizes every opportunity to spend time on the saltwater. She volunteers for the Corpus Christi Coastal Conservation Association, helping the organization plan their annual women’s fishing tournament, Babes on Baffin. She is also an active member of the Nueces County Texas A&M Alumni Club – Salty Aggies and serves as our team’s representative at Corpus Christi United Chamber of Commerce events.
We apply advanced financial planning techniques to help people prepare for and live well in retirement.