Kimberly brings 20 years of administrative experience and office support to her role as Executive Assistant and Funding Coordinator. Before joining The Estate Planner, she was with one of the nation’s largest private companies for 15 years.
Kimberly wears many hats, supporting client services and firm operations while ensuring clients in our Legacy Program have a fully funded trust. You will be speaking with Kimberly when scheduling meetings with Stephanie, funding your trust, and other office-related matters. We know you will enjoy working with Kimberly as she is friendly, trustworthy, and happy to help.
Kimberly loves spending time with her family and being outdoors. Her passion is traveling, both domestic and international. Italy and Greece hold a special place in her heart. Visiting as many national parks as possible is at the top of her bucket list. Her favorites thus far are Sequoia, Zion, Bryce, and Arches.