Kimberly Baxter

CFP®

Operations Director

About

Kim brings over 20 years of financial services experience to her role including her CERTIFIED FINANCIAL PLANNER™ designations. She earned a bachelor’s degree in Sociology from St. John Fisher College. Kim went to QCI after 14 years with Manning & Napier Advisors where she was the Managing Director of their Client Services Department. Prior to Manning & Napier Advisors, she served as a Branch Manager for JPMorgan Chase. She joined Wealth Enhancement Group in 2021 through the QCI acquisition. Kim stays busy with her husband, Brian, and their two children. She is an active member of their church, enjoys long walks, and a good game of cards.

Education

  • BA, Sociology, St. John Fisher College

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