Kimberlee has been in the financial service industry since 2001. She uses a holistic approach to educate her clients and provides investment strategies based on their individual goals, values and needs. Kimberlee strives to have a positive impact in the lives of her clients by providing them with the guidance to help them take back control of their finances.
Kimberlee’s career began in 2001 with Citibank/Citigroup Global Markets. She spent 13 years with them, continuously learning about this market from a variety of perspectives. In 2014 she relocated to Florida where she continued her career working at Wells Fargo, first as a licensed personal banker then as a Registered Client Associate for Wells Fargo Advisors. In 2020 she made the move to Equitable Advisors as a Financial Professional to begin building her own practice. In 2022, wanting to be able to provide her clients with a broader array of products and services, she decided to go independent. She landed at ABMM Financial when she realized the vision she had for her own business was the same as what ABMM had as a company.
Kimberlee studied Business Information Studies and Psychology at N.W. Vista College in San Antonio, TX.
Kimberlee, originally from San Antonio, TX, currently resides in Titusville, FL. She married her husband, a veteran of the US Air Force, in 2014 and is the proud mother of 2 sons. In her free time, she enjoys gardening, community volunteering, restoration, but most importantly spending time with her wonderful family and 3 pets.
