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.

Advisory registration held with Wealth Enhancement Advisory Services. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Check the background of investment professionals associated with this site on the Investment Advisor Public Disclosure Website.