Designations and Licenses

Kimberly is a CERTIFIED FINANCIAL PLANNER® professional.

Experience and Education

Kimberly advises clients through all stages of their lives, providing wealth management solutions including investment management, estate planning, tax planning and retirement forecasting. She also works with corporate executives on advanced estate planning strategies to maximize equity compensation while managing risk and tax implications.

Prior to joining Mariner, Kimberly began her career at Stock Yards Bank and Trust as a financial planner and wealth advisor. She provided comprehensive wealth management services to clients including complex financial planning services, retirement income analysis, investment management, trust administration, tax planning and charitable planning.

Kimberly has a bachelor’s degree in finance from the University of Kentucky.

Personal Interests

Kimberly is the president of the Financial Planning Association of Kentucky. She enjoys being active, spending time with family and friends, traveling with her husband and being a dog mom.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.