Kimberly is a twenty year veteran of the financial services industry with diverse experience from insurance, brokerage, and banking, to trust services. She has managed stock, bond and mutual fund portfolios for both high net worth individuals and qualified retirement plans.
As an independent, fee-based advisor, Kimberly is not captive to any provider of financial products. KCG fees are kept low, fair and completely transparent for you, her clients.
The KCG investment management process is grounded in the principles of Modern Portfolio Theory and the belief that risk can be managed through diversification and asset allocation. It is based upon a disciplined, consistent methodology, applied experience and knowledge of the mechanisms necessary to meet your personal and financial objectives.