About
Kimberly has been in the financial services industry for over 15 years. Prior to joining Wealth Enhancement, she held positions with BofA Merrill Lynch, TD Ameritrade, and several boutique advisory firms. Kimberly specializes in simplifying financial complexity by bringing together investment management, tax strategy, estate planning, risk management, and long-term legacy planning into one coordinated, goals-driven plan. She works with clients at every stage, from young professionals building wealth to retirees focused on preserving assets and creating a meaningful legacy.
Kimberly and her husband live in San Diego, California where they enjoy spending time on the water.
Education
- BA–Comparative Literature/History – San Diego State University
Additional licenses and designations
- California Insurance License # 0K16917
Current Clients
Contact me via email or my team at the top of the page.
Your complimentary consultation
During your no-obligation meeting, you will:
Get a second opinion on your financial situation
Be matched with a Wealth Enhancement advisor
Begin crafting a comprehensive financial plan
Already a client of Wealth Enhancement? Schedule your consultation in your client portal.
Schedule an initial consultation