Kimberly serves as Symboliq Wealth Management’s Senior Client Associate. She is responsible for overseeing firm staff, monitoring the the accuracy and quality of work outputs, and ensuring that small details are not overlooked. Kimberly also determines tasks needed to complete objectives, makes certain firm policies and procedures are followed, and is responsible for developing methods to organize and track the flow of client information. She uses her many innate and learned skills to promote teamwork in the office, and has a proven track record of success.

Kimberly is a graduate of Hodges University, where she earned a Bachelor's Degree in Business Administration. With a passion for helping others, she returned to school recently and also acquired an Associates in Health & Science Degree. With that knowledge, she was able to match her management skills with her passion to provide exceptional service to others. She brings with her to Symboliq, a 10-year history of managing several healthcare offices for two preeminent healthcare groups, as well valuable experience in the fields of accounting and finance. 

Through her long career, Kimberly has managed to tackle tough challenges quickly and directly, while displaying professionalism. She consistently uses her understanding of and familiarity with clients, to anticipate future needs. She is sensitive and sensible, and always adapts her interpersonal style to work well with others. 

Originally from Illinois, Kimberly relocated to the Sunshine State in the early 90's and since then, has been a South West Florida Resident. Outside of the office Kimberly enjoys spending time her family in Ft. Myers, and her two sons, Caleb and Joel, as well as her mother Marlene.

Kimberly brings to our firm a dedication to serve our clients with integrity, honesty and compassion. We are very fortunate to have Kimberly as a team leader within Symboliq Wealth Management.