Kimberly Meade

As a CERTIFIED FINANCIAL PLANNER™ Professional, Kimberly with over 10 years of experience is a reliable resource for developing financial plans that align with clients' values and priorities throughout all life stages. From college planning and navigating retirement to estate planning and risk management, Kimberly creates confidence, clarity, and balance along the way.

She is dedicated to building strong, lifelong relationships by providing thorough assessments and delivering personalized strategies with a high level of client service. Helping individuals and families reach financial freedom is her passion.

Kimberly proudly graduated from The University of Texas at Austin with an Economics degree and a Business Foundations Certificate from the McCombs School of Business. In her free time, you'll find her jet-setting around the world with her husband and daughter or at home cuddling with her two dogs.