As Coordinated Plan’s Director of Operations, Kimberly serves as the head of our “white-glove” service team and oversees our staff of associates. There is a pattern of self-made success in Kimberly’s story as she has demonstrated impressive resolve and independence throughout her life and career. With unmatched client service as an integral part of her role, she has over 15 years of financial services experience, in both the investment and life insurance industries, and for the last 10 years has been in management at the Executive level. This experience gives her the background to be responsible for client asset movements and all other operational functions within our firm. Kimberly approaches her job as if it were a puzzle—and each day she strives to creatively and efficiently arrange the many different pieces.
Kimberly says, “I genuinely enjoy the work that I do. We are helping people who have found themselves in sometimes complex financial situations where they don’t know what to do – perhaps beneficiaries need to be changed, accounts need looking after, and it’s not always easy to maneuver through the financial services arena. Our clients need help; and I love leading the team whereby we are trying to make our clients’ financial lives better! Bottom line: This is a great team to be a part of and we have incredible clients!” Kimberly is also a notary public which many clients truly appreciate.
Whenever clients contact the office, although Kimberly primarily works behind the scenes to support the firm’s employment and consumer practice, she is often the first point of contact for service-related inquiries, and oversees the firm’s billing, vendors, technology, and space issues.
Outside of the office, Kimberly enjoys taking trips back to Chicago with her husband Ryan, being active in their community and spending time with their children, Kory, Knox, and Emilia.