Kimberly is a financial advisor with The Wealth Consulting Group. She began her career in 1990 in Chicago as a CPA in public and private accounting working in auditing and taxation. Transitioning into financial advisement, her Series 7, 66, and life insurance licenses allow her to use a holistic approach in addressing risk considerations as well as portfolio investing. Her niches include small business owners and families, medical professionals, divorced and widowed clients, employees preparing for and navigating retirement, as well as those ready to begin their investment journey. Kimberly’s passion lies in hands-on client service, clear communication, and customized meetings with a collaborative approach to financial advisement.
Completing her MA in Communication in 2016, Kimberly is also an adjunct professor of Strategic Business Communication with the online MBA program at Rice University. She taught Public Speaking, Social Media Strategy, and Organizational Communication at the University of New Mexico for 7 years. In addition, she speaks professionally at conferences, giving workshops on related skills.
Kimberly lives in Albuquerque and is a proud mom of three grown-and-flown, amazing children. If her free time she enjoys fitness, wine tasting, movies, hiking, family time and travel.