Partner | Co-CEO
As Partner and Co-CEO, Kimberly develops and leads the implementation of the business vision and strategy for the firm to support the achievement of business growth aspirations. Kim takes a leadership role and oversees the design, enhancement, implementation and reporting of the firm’s financials, marketing efforts, operations, human resources and compliance. Kimberly also collaborates with strategic partners and centers of influence in order to help shape and guide the future growth and development of the organization.
Prior to joining Summit Financial almost 20 years ago, Kim gained valuable experience working as manager of publicity & promotions for New Line Home Entertainment. Kim has always had a sense of wanting to make a difference which is why the team at Summit's goals is to incorporate charitable initiatives into their mission statement. Kim received her bachelor's degree in marketing from the University of California, Irvine in 1996 and also holds the FINRA Series 6 & 63 securities registrations through Triad Advisors LLC., as well as a California Insurance License.
Kim currently resides in Thousand Oaks, CA with her husband Jason and two adorable sons.