Kimberly Lloyd, CTFA, CWS^®

Kimberly is responsible for day-to-day trust administration and fiduciary compliance while coordinating estate and tax planning strategies with other professional advisors for her clients. She has a bachelor’s of business administration from Davenport University with a minor in financial analysis. Kimberly is a graduate of Cannon Trust School and a Certified Trust and Fiduciary Advisor, as well as a Certified Wealth Strategist^®. She has over five years in the financial services industry, and several years serving as a client relationship manager.