FINANCIAL ADVISOR
Kimberly J Follis

I am passionate about helping clients focus on what is most important to them as they face difficult life events.

My background in human resources has enabled me to build a practice well suited for those who are experiencing a difficult life event; primarily individuals who have been widowed or are navigating their way through separation/divorce. These traumatic life events often require individuals to make complex decisions, at a time when they are emotional, exhausted and over-whelmed. I partner together with them to build a comprehensive picture of their current situation, their short-term needs, their concerns and what they want the...