Biography 

Kimberly is one of our Client Service Associates, helping our clients take care of the details of their financial life. She maintains our securities accounting and client reporting system. Kimberly's day involves expertly managing daily data downloads from various custodial firms, ensuring seamless reconciliation of all trading activities.

Kimberly is our go-to person for both the ProffittGoodson online client reporting system and the account aggregation portal. Clients seeking assistance with technology and access questions can find a reliable ally in Kimberly.

Education and Certifications

Educated with a Bachelor of Science degree in Business Administration from the University of Tennessee at Knoxville, Kimberly brings a strong foundation to her role. Before joining ProffittGoodson, Kimberly served as an internal auditor for a regional bank for seven years.

With a knack for precision and a tech-driven approach, Kimberly ensures our operational gears run seamlessly, making her an integral part of the ProffittGoodson team.

Outside of ProffittGoodson,

Kimberly enjoys spending time with her husband, Jason, her two daughters, Abby and Audrey, and her miniature schnauzer, Jax. She loves baking, watching UT football, and spending time crafting. 

What Money Mission means to me:

Assisting our clients in meeting their personal and financial goals.