Kimberly focuses her practice on using financial education to help clients pursue financial goals.
Conducting seminars and workshops is one of the tools she uses to “meet clients where they are” in order to start the journey to pursuing those goals.
Building on previous advisory experiences, Kimberly works with clients to create a plan for their financial lives.
She serves clients at various life stages, and uses available resources to identify client specific recommendations.
Kimberly is a member of the South Chicago Chamber of Commerce. She serves on the Board of Directors for her Chamber, South Chicago Parents and Friends, and Literacy Works. She is also a member of the St. Ignatius Women’s Society Board.
Waddell & Reed is not affiliated with any other entities referenced herein. 09/18