Kimberly is VP Wealth Management Operations at SageView Advisory Group, based out of the firm’s Westlake Village, CA office.
Previously, Kimberly was Partner and Co-CEO at Summit Financial Consultants, where she developed and led the implementation of the business vision and strategy for the firm to support the achievement of growth aspirations.
Prior to joining Summit Financial over 20 years ago, Kim gained valuable experience working as Manager of Publicity & Promotions for New Line Home Entertainment. Kim has always had a sense of wanting to make a difference. Kim received her bachelor’s degree in marketing from the University of California, Irvine in 1996. She also holds the Certified Exit Planning Advisor (CEPA®) designation and a California Insurance License, along with her FINRA Series 6 & 63 securities registrations.
Kim currently resides in Thousand Oaks, CA with her two sons.