Kimberly brings more than 20 years of experience in financial services to her role as Senior Vice President, Director, Wealth Management Advisory Services.
Currently, Kimberly manages a team of professionals in Southern California and Nevada who work with high-net-worth individuals, families and non-profit organizations to craft customized plans for clients in the areas of wealth and estate planning, personal trust and investment management. In addition, she is responsible for setting and implementing strategies for the sales and marketing activities of the firm. Before her current position, Kimberly served as Vice President, Wealth Management Advisor. Kimberly serves as a member of First American Trusts Officer's Trust and Investment Committee and its New Business and Risk Assessment Committee.
Prior to joining First American Trust in 2001, Kimberly held positions with Northern Trust in Newport Beach as Vice President, Business Development Officer and with Connecticut Bank and Trust as Assistant Vice President, Marketing.
Kimberly earned her Bachelor's degree in Political Science from University of Southern California. She is a CERTIFIED FINANCIAL PLANNER™, an Accredited Estate Planner (AEP®), and has held Series 63 and 65 securities industry designations.
Her professional involvement includes memberships in the Orange County Estate Planning Council and the Financial Planning Association of Orange County. In addition, she serves as Chairman of Hoag Hospital Foundation's Planned Giving Advisory Committee. An active volunteer in her local community, Kimberly is incoming Chairman of the Board of the Philharmonic Society of Orange County, past Chairman of the Board of Pacific Chorale, founding member of UCI’s Paul Merage School of Business Center for Investment and Wealth Management, and is on the Advisory Council of the Assistance League of Newport Mesa.
Kimberly was a nominee for the Orange County Business Journal's Women in Business Awards in 2009, 2013 and 2014 and was a recipient of the WomanSage Family Matters Business Award in 2011. She has been quoted in several publications including The Wall Street Journal, The Orange County Register, MoneyRates.com and Nonprofit Business Advisor.