CFP®, CRPC®, Series 65 Advisory Registration
Kimberly’s problem-solving nature is an asset in working with clients to assess their long-term planning needs and make recommendations to simplify their financial life. She enjoys sharing her knowledge through speaking opportunities and gives back to her community by serving as an officer on the Board of Directors for Daemion Counseling Center. In her free time, Kimberly enjoys yoga, travel and spending time in the garden. She lives in Phoenixville, PA with her husband James and daughter Juliet.
- BS, West Chester University of Pennsylvania
- CERTIFIED FINANCIAL PLANNER™ professional
- Chartered Retirement Planning Counselor™
The Wiley financial advisory team is located in our West Conshohocken office.
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Advisory registrations are held with Wealth Enhancement Advisory Services.
Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC. West Conshohocken office advisors are not affiliated with LPL Financial.