(805) 418-4565 Menu

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 growth aspirations. Kim is an instrumental part of the leadership team and oversees the design, enhancement, implementation and reporting of the firm’s financials, marketing efforts, operations, human resources and compliance. She has a strong belief in developing and investing in the firm’s human capital as the driver of their culture and client experience. Kim also collaborates with Summit’s 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 over 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 Summit has incorporated charitable initiatives into their mission statement. Kim received her bachelor’s degree in marketing from the University of California, Irvine in 1996. She also holds the Certified Exit Planning Advisor (CEPA®) designation and a California Insurance License, along with her FINRA Series 6 & 63 securities registrations through Triad Advisors LLC. - Member FINRA/SIPC.

Kim currently resides in Thousand Oaks, CA with her two sons.

Accessibility: If you are vision-impaired or have some other impairment covered by the Americans with Disabilities Act or a similar law, and you wish to discuss potential accommodations related to using this website, please contact our Accessibility Manager at (805) 418-4565.
Schedule a Consultation