Kerri Kimball

Kerri Kimball is co-Founder and Managing Partner of Apogee Wealth Advisors, an independent boutique wealth services firm serving high net worth women and their families.

She graduated from Brigham Young University in 1992 with a B.S. double major in Business Administration and Finance. In her early career she managed the financials of several Fortune 500 global advertising agencies, moved from her hometown of San Francisco to Sydney, Australia, and then on to New York City. In 2004 she left the corporate world to launch her own financial services business. She lives with her husband and two young sons, which she had after the age of 40, in Irvington, NY.

As an entrepreneur, wealth advisor and CFP® professional, Kerri brings her 20 years of experience to creating customized solutions and offering objective advice given in plain English. She finds great pride and happiness in identifying financial goals, helping women reach new heights of success and creating an experience of empowerment and confidence for her clients. Kerri's driving motivation is to acknowledge all women for their strengths and unique gifts as they build confidence around money.

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services offered through Apogee Wealth Advisors.