With a career spanning 15 years, Kimberly combines her passion for client service with technical knowledge from her tenure at Forge Consulting, where she rose to the position of Senior Suitability and Compliance Officer.⁣ ⁣ Kimberly's expertise extends to process optimization and knowledge management, proven by her development of training programs and knowledge manuals. She offers valuable counsel to business owners on these matters, while her client education methods simplify complex financial plans into actionable decision points.⁣ ⁣ Possessing an extensive understanding of trust, estate planning, and insurance products, Kimberly has worked with various carriers to tackle complex underwriting cases. She is a staunch advocate for high-risk clients, helping to secure suitable life insurance contracts for caregivers and others with unique insurance needs.⁣ ⁣ Kimberly, a cum laude graduate of the University of Georgia, is a licensed life and health agent and holds the Registered Settlement Planner designation. A lifelong Georgia resident, she lives in Bowman with her daughter, Cleo. In her free time, Kimberly actively contributes to the independent arts community, drawing on her love for creating art and music.