Kimberly is a Portfolio Manager at Beacon Wealth Consultants. She is also a Portfolio Manager for our LightPoint Portfolios Solutions. As such, she serves on the Investment Committee and coordinates with our Chief Investment Officer and client services team on many of the day-to-day details associated with managing and trading our clients' accounts. She started out as our intern during her junior year at Liberty University then stayed on as our Marketing Coordinator and Client Services Manager. More recently, she was our Director of Financial Planning before assuming her current role. She graduated Summa Cum Laude from Liberty in 2012 with a Bachelor of Science in Business with concentrations in both Financial Planning and Marketing. Kim is a CERTIFIED FINANCIAL PLANNER™ professional, holds the Certified Kingdom Advisor® designation, and earned the Certified Investment Management Analyst® designation in 2020 after completing the Executive Education program through the Yale School of Management.
Kim is a native of the greater Roanoke Valley. She grew up in the Hardy/Smith Mountain Lake area of Franklin County and graduated with honors from Franklin County High School. Since 2015, she has lived in Vinton and attends Eastlake Community Church in Moneta where you’ll usually find her on stage helping lead worship. In her spare time, she enjoys crafting, house projects, being an honorary auntie, traveling, and hiking.
Investments & Wealth Institute® (the Institute) is the owner of the certification marks “CIMA,” and “Certified Investment Management Analyst.” Use of CIMA, and/or Certified Investment Management Analyst signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.