Kimberly joined ClearPlan Wealth Management in February 2026 with the primary focus on client services, building brand awareness and hosting educational events. She brings a diverse background with experience from T. Rowe Price, Sandler, American Heart Association and Motor Trend Auto Shows. Her experiences give her a unique blend of communication, event management, and client-focused expertise.
While Kimberly’s main focus is working on events and marketing for the firm, you might also interact with her as she fills the role of Client Service Associate.
Originally from Pennsylvania, Kimberly holds a Bachelor of Arts in Public Relations from York College of Pennsylvania and an MBA from the University of Maryland Global Campus.
A passionate advocate for animal welfare, Kimberly spends time volunteering at Gentle Giants Draft Horse Rescue in Mt Airy, Maryland or making beds and blankets for local cat rescues.
When not at events or volunteering, Kimberly enjoys spending quiet time at home in Towson with her cats, reading and learning new crafting skills or taking in life’s peaceful moments.