For fee-only investing and advice with no minimum, visit our sister firm, Welch Investments.
Kimberly is a member and senior advisor at The Welch Group. She joined the firm after graduating from The University of Alabama in 2004 with a Masters in Family Financial Planning and Counseling. Kimberly holds the Certified Financial Planner™ certification. She is a member and a Past President of the Financial Planning Association of North Alabama. She currently serves on the board of the Financial Education Outreach organization. She is also a member of the Estate Planning Council of Birmingham.
Kimberly was named a recipient of the 2011 Jack Davis Professional Achievement Award recognizing professional accomplishments in one of several fields of the Human Environmental Sciences College at The University of Alabama.
Kimberly served as an adjunct instructor for the University of Alabama and taught Income Tax Planning and Management for 5 years.
Kimberly is married and has two boys. She loves spending time with her family and friends.