Kimberly, our Office Administrator, joined our firm with over 6 years of Office Administration experience. Prior to that, she spent nearly 16 years working for local ophthalmology practices. But she wanted something more…and the tax and wealth management industry is where she found it!
Her love of numbers, organization, and helping others lent itself perfectly to the role of Office Manager at a local small CPA Firm. This is where she has spent the last 6 years, learning, and growing into the jack-of-all trades Office Administrator she is today.
Kimberly also brings with her a BS in Office Administration from University of Phoenix (having achieved this degree online, while working full time!).
In her spare time, Kimberly enjoys spending time with her husband Mathew, stepdaughter Sammy, and fluffy fur-baby Lucy (aka “Kitten”). She is also a member of the Active 20-30 club of the Redwood Empire #1029.