Kimberly began her career in the financial services industry in 2022 with North Star Financial Group, where she built a strong foundation in investment management and client service. In 2024, she joined Up North Wealth Advisors to deepen her capabilities in financial consulting and wealth management.
In late 2025, Kimberly stepped into a leadership role, overseeing day-to-day operations and supporting a growing team of advisors. She is known for a thoughtful, client-first approach—combining strategic thinking, personalized planning, and a steady commitment to client education.
In 2025, Up North Wealth joined forces with Vantage Point Wealth Management. Recognizing the opportunity to grow within a larger platform, Kimberly made the decision to relocate closer to the Vantage Point home office to further expand her experience, strengthen her capabilities, and contribute at a higher level as the organization entered its next phase.