Kimberly helps her clients pursue the goals they are most passionate about, and align their wealth with their purpose. “Time and money are our two most valuable resources. How you spend them is how you spend your life. Managing your wealth, aligned with your purpose, is key to living your best life,” said Kimberly. As a CERTIFIED FINANCIAL PLANNER™ professional, Kimberly has attained the prestigious CFP® certification, one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning. She serves as an advocate and mentor for the CFP Board’s Women’s Initiative.As founder and CEO of Align Wealth Advisors, Kimberly leads the team to bring clarity and confidence to their clients’ financial lives, make the complex simple, and help them make sound financial decisions for their future. Kimberly has more than 25 years of experience in the financial services industry. She was named to Working Mother magazine’s list of Top Wealth Advisor Mothers in 2017-2019*, Forbes Best in State, Georgia in 2018-2020**, and Forbes Top Women Wealth Advisors in 2018-2020***. Before establishing Align Wealth Advisors in 2020, Kimberly worked at Wells Fargo Advisors, joining its predecessor firm Wachovia Investments in 1997. She earned a bachelor’s degree in psychology and Spanish from the University of North Texas. She also completed “Semester in Spain,” a Spanish language immersion study abroad program of Trinity Christian College. She attended Oglethorpe University’s postgraduate CERTIFIED FINANCIAL PLANNER™ program for the education requirement for her CFP® designation. Throughout her career, Kimberly has been dedicated to supporting and volunteering with many local and charitable organizations that are important to her, including Holy Innocents’ Episcopal School, The Galloway School, The Schenck School, the Northside Youth Organization, the Sandy Springs Community Action Center and the International Dyslexia Association.
Listed skills include Finance, Mutual Funds, Financial Advisory, Investments, and 7 others.
