Kimberly started her career in the Financial Services Industry in 2015 at New York Life in Des Moines, as a Financial Planner and obtained her series 6 and 63, and life and health insurance licenses. She grew her career as a Registered Representative and built her book of business through networking for several years, before making a life decision to make the move to Omaha to take an Investment Services Representative position at TD Ameritrade where she achieved her series 7. After one year, she was promoted to an Asset Transfer Specialist, where she worked for over a year, before making the decision to join Feltz WealthPlan in 2020.
She is looking forward to learning and growing with the new career opportunities with the firm in the future. Kimberly has two daughters and two grandsons who live in Des Moines. She enjoys going out with friends and family, fitness training, walking, listening to live music, and traveling. Kimberly graduated from Iowa State University with a Bachelor of Science degree in Fashion Merchandising. She lived most of her life in Des Moines, Iowa, but grew up in the small town of Centerville, Iowa.