Your Financial Future 

Today's economic environment presents many challenges. But along with these challenges comes opportunities and potential rewards for those who can identify long-term trends.

Whether you're facing retirement—or looking to better understand certain investment ideas—we can help you address your most pressing money questions.

Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.

Our site is filled with educational videos, articles, presentations, and calculators designed to help you learn more about the world of personal finance. As you search our website, send us a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Testimonials: 

For nearly a decade, Kimber has been an outstanding financial partner, providing expert guidance and unwavering support in managing my portfolio and investments. Her deep understanding of the market, combined with a keen awareness of my personal financial goals, has allowed me to navigate complex decisions with confidence. Beyond portfolio management, Kimber has been an invaluable resource in guiding me through my 401K and other investment opportunities. She approaches every question—no matter how big or small—with patience, clarity, and a genuine willingness to help. Her commitment extends beyond just me; she has also gone above and beyond to support my mother’s financial well-being. Kimber’s professionalism, integrity, and dedication make her not only a trusted advisor but also a true friend. I trust her wholeheartedly and am grateful for the expertise and care she brings to every aspect of financial planning. I highly recommend Kimber to anyone looking for a knowledgeable, compassionate, and results-driven financial professional

Christine Menapace

V.P. Clinical Research at Cochlear Americas