Business Philosophy & Background
Committed to helping you have confidence in your financial future, Kimberly understands the years of hard work you've invested—saving money, and yes, spending a bit—all with the hope of navigating your financial journey successfully.
With over 15 years of experience, she's here to help you have a solid financial plan that you feel genuinely positive about and to be a supportive guide along the way. Her goal is to provide clear, friendly, and professional advice that empowers you to make informed financial decisions and have enthusiasm for your financial future.
Kimberly is based in Wisconsin. She meets with clients in her offices located in Glendale, WI, and Pewaukee, WI, as well as virtually for convenience and flexibility.
Kimberly graduated with a Bachelor of Business Administration degree from the University of Wisconsin-Milwaukee and obtained her Master of Business Administration degree from Marquette University. Outside of the office, she enjoys spending time with her husband Jason, and her son Milo. Together they enjoy being active in their church, traveling to Caribbean islands and camping in northern Wisconsin.
Areas of Focus
Retirement Planning – Ensuring you have a clear, sustainable plan to enjoy life on your terms.
Tax-Efficient Strategies – Helping you keep more of what you earn with smart tax planning.
Investment Management – Creating portfolios designed for growth, stability, and your unique goals.
Estate Planning & Wealth Transfer – Preserving your legacy and making sure your wealth benefits the people and causes you care about.
Financial Planning for Women – Guiding single, divorced, and widowed women through life’s financial transitions with clarity and confidence.
Registrations & Designations
- Securities and advisory services offered through Harbour Investments, Inc.
Securities licensed in CA, CO, FL, IL, MI, MN, MT, TX, and WI. CA License no. 4013531.
Advisory licensed in CA, CO, FL, MO, MN, TX, WA and WI.