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.  Kimberly has a Bachelor’s of Business Administration from Davenport University with a minor in Financial Analysis. She is a graduate of Cannon Trust School and a Certified Trust and Fiduciary Advisor as well as a Certified Wealth Strategist.  Kimberly has over six years in the financial services industry, and two years serving as client relationship manager.