Experience: Prior to joining inSOURCE in the fall of 2022, Kimberly started her Financial Services career with New York Life as an Agent/Registered Representative in 2015 in Des Moines, Iowa. In 2018, she moved to Omaha to take a position as a Client Services Associate/Broker for TD Ameritrade, then shortly after was promoted to Asset Transfer Specialist. After 2 ½ years with TD, Kimberly decided to accept the position of Senior Financial Services Associate with Feltz WealthPlan in 2020. Kimberly holds FINRA Series 6, 7, and 63 licenses, as well as her Life and Health, and she graduated with her BS from Iowa State University. Kimberly has a very diverse background, from financial planning, facilitating trades and account transfers, to creating efficient processes and operations management. Her experience in all these areas along with her exceptional customer service skills is what drives her success today as an Associate Financial Professional. Her goal is to find more ways to be more efficient and to provide the highest level of client service excellence.
About: Kimberly has two beautiful daughters, two rambunctious grandsons, and other family members that live in Des Moines. She enjoys traveling back to see her family and friends when she can. She works hard and plays hard, as she loves to travel, be active, and always looks for the next challenge. She has a huge bucket list in which she was able to cross skydiving off two years ago. She is looking forward to more amazing experiences and travels in the future! L
Location: La Vista, NE
Motto: “Never be the smartest one in the room.” “Live life each day as if it were your last.”