Meet Kimberly

 

 

Kimberly focuses on offering strategies to individuals and families who are going through transitional phases in life such as getting married, having children, buying a home, changing jobs, or preparing for retirement. Kimberly also provides solutions to business owners designed to help them protect their business, their employees, and their personal lifestyle. Kimberly is passionate about helping her clients create a roadmap to work towards their retirement goals. 

 

 

 

 

Personal Solutions:                                                            Business Solutions:  

Wealth Management strategies                                          Business Continuation Strategies 

Life & Disability Income Insurance                                      Buy -Sell Funding Strategies 

Review of Saving & Investments                                          Key Person Insurance 

Retirement Income Review / Estate Planning                 Employee Benefits / Executive Benefits 

 

EDUCATION & CREDENTIALS: 

Kimberly earned her bachelor's degree in Communications and the Arts from University of Wisconsin Green Bay.  Kimberly holds her FINRA Series 6, 7, and 63 securities registrations as well as her Life, Accident, Health, & Variable Life and Annuities licenses.  

 

INTERESTS: 

Kimberly calls Sheboygan, Wisconsin home and enjoys an active lifestyle centered around the outdoors. In her free time, she enjoys golfing, hiking, paddleboarding, exercising, reading, and traveling to new destinations. Whether she's exploring Wisconsin's scenic landscapes, discovering new adventures, or spending quality time with her dog, Kimberly values every opportunity to connect with nature and enjoy the beauty of the world around her.