Kimberlee, a co-founder and co-owner of PacK Financial, boasts an impressive over 20 year career spanning executive leadership and client-focused roles. With a specialization in cultivating generational relationships, she excels in crafting and managing financial plans tailored for growth, tax efficiency, retirement income, and protection.
Kim's multifaceted role extends to spearheading business development, enhancing client experiences, and elevating the advisor journey within the PacK team. Her expertise encompasses educating clients through personalized sessions and workshops, ensuring a comprehensive understanding of financial strategies.
Professionally licensed with Finra's Series 7, 65, 24, 51, 6, 63, 26, and Life and Health certifications, Kimberlee's proficiency extends further with certifications in Social Security Claiming Strategies (CSSCS) and designation as a Certified Plan Fiduciary Advisor (CPFA).
Outside of her professional endeavors, Kimberlee finds joy in traveling, volunteering, and immersing herself in diverse cultures and activities. She currently resides in Atlanta, Georgia, with her husband, three children, and three beloved pups.