About
Kimberly, a visionary coach and consultant in the financial field, has been shaping professionals’ careers since 2011, ascending to the role of Teaming Director with a proven track record.
Born with a passion for leadership, she began her journey as a Government Litigation Representative in 2002, honing negotiation skills and finding fulfillment in advocating for others.
Transitioning to the insurance industry in 2005 as an Underwriting Manager, Kimberly’s attention to detail and leadership propelled her success.
In 2011, Kimberly joined CREATIVE Financial Group and found her true calling: coaching and consulting financial advisors. Recognized for exceptional leadership, she became a Division Business Manager in 2012, overseeing division operations and fostering excellence.
Pursuing continuous improvement, she obtained a Certification as a Training Director in 2014, solidifying her expertise in training methodologies.
Expanding her role, Kimberly became Teaming Director, Practice Development Director, and Client Experience Director, driving growth and optimizing client relationships.
In 2023, Kimberly obtained her Chartered Leadership Fellow (CLF®) designation and became a Certified Professional Business Coach (CPBC).
Kimberly’s deep-rooted desire to empower others led her to obtain a Certification as a Professional Business Coach. Initially focused on financial advisors, she realized her skills could benefit a broader audience. This certification allows her to apply coaching methodologies to diverse professional contexts, helping individuals across industries unlock their full potential.
Kimberly’s decision reflects her commitment to empowering professionals in their personal and professional growth, broadening her skill set, and establishing credibility as a trusted coach.
She continues impacting professionals’ lives and careers with enhanced capabilities, guiding them toward remarkable success.
Building on her multifaceted expertise, Kimberly expanded her role and responsibilities, assuming the positions of Practice Development Director and
Education, Certifications, and Boards:
- Certified Professional Business Coach (CPBC)
- Chartered Leadership Fellow (CLF)
- Women Working for Women, Board Member since 2021 within CREATIVE financial group
- Certified Training Director through MassMutual 2014
Areas of Expertise
- Team Building
- Strategic Planning
- Succession Planning
- Communication Skills
- Plan Development
- Leadership Development
- Financial Advisory Practice Management
Recognition and Awards
- Employee of the Year December 2023
- Proficiency Award December 2021
- Employee of the Year December 2018