Kimberly plays an essential role in the day-to-day operations of Legacy Financial Advisors, helping ensure that both our team and our clients receive the attention and support they need.

She joined Legacy with bookkeeping and office management experience, along with the organizational skills and attention to detail that are crucial to a busy financial advisory practice. Kimberly helps keep our CEO organized and on track, coordinates the many details that keep the office moving, and serves as a dependable point of contact for clients whenever they need assistance.

Her upbeat, outgoing personality and genuine desire to help others make her a natural fit for Legacy’s highly personal approach to client service. Whether she is assisting with a client request, keeping schedules and priorities organized, or making sure something behind the scenes doesn’t fall through the cracks, Kimberly helps create the responsive and welcoming experience we want every Legacy client to have.

Outside the office, Kimberly is the mother of two sons and one daughter, as well as the proud grandmother of four. She enjoys spending time on the water and has a particular love of boating. She also enjoys working with ceramics, interior decorating, and renovating older properties—creative pursuits that reflect the same patience, attention to detail, and appreciation for craftsmanship she brings to her work at Legacy.