Kimberly is a Lead Planner and brings over 20 years of experience working with clients to help them reach their financial goals. In addition, she has coached and lead other financial advisors on how to run a successful practice and build meaningful relationships with their clients. Recently, Kimberly built her own firm from scratch and subsequently sold it before joining Facet Wealth. In her practice, she primarily worked with couples, single women, and small business owners in the construction and healthcare industries. A CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, Kimberly also has a Master’s in Taxation. Outside of work, Kimberly enjoys golfing, cooking, summers in Maine at her parents’ house, and spending time with her new fiancé Bryan.
Education: Christopher Newport University (BA), Suffolk University (MS)
"Maybe the journey isn’t so much about becoming anything. Maybe it’s unbecoming everything that isn’t you so you can be who you were meant to be in the first place."
Get to know Kimberly
My golfing buddies—the Ya Yas
My fiance and I in New Zealand
A new hobby—my first professional photo of a bridge in Boston
Grandma, Mom and I- three generations apart, exactly 20 years
What's the last book you read?
Powerful, by Patty McCord
Where's your favorite place in the world?
What are you passionate about?
Contributing to the success of others
Who inspires you?