Wealth Management Assistant
Kimberlee joined WFS in 2015 as a Wealth Management Assistant. Prior to joining our firm, Kimberlee had more than a decade of experience in operations and management within the banking industry. Since joining the firm, she has leveraged her banking background, multitasking ability and organizational skills to support WFS in making a difference for clients and helping WFS succeed. Kimberlee has been recognized for her accomplishments with Avantax’s Progressive Ongoing Education award. Kimberlee holds her property & casualty insurance license for Nebraska. Kimberlee attended Aims Community College and Chadron State College.
Kimberlee was raised in Yuma, a small rural town in northern Colorado, and moved to Gering in 2012. Kimberlee has been married to her husband Todd since 2015. Away from the office, Kimberlee can be found reading, baking, camping and spending time with her son and stepdaughter.