Team profile

Our Purpose is Clear

We strive to be an essential partner for our clients as they define and pursue their vision of an enriched and fulfilling life.

Our core values C. L. I. M. B. support both our clients and teammates in reaching new heights.

C - Climb

L - Lead

I - Implement

M - Mentor

B - Become

Areas of focus

  • Retirement Planning Strategies
  • Family Finances
  • Investments
  • Retirement Income Strategies
  • Saving for Education

Awards & recognition

  • Endurance Planning Group, Forbes Best-in-State Wealth Management Teams, 2023-2024

Community participation

Kimber's first certification event
Kimber's first certification event

We have a variety of interests and enjoy giving back to the community in many different ways. These are just some of the highlights of the organizations which we support:

Our photos

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