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Kimberly Minnery is a CERTIFIED FINANCIAL PLANNER™ with over 12 years of experience serving individuals and families in the wealth management industry. She has an undergraduate degree in economics from George Mason University and a MS in financial planning from the University of Alabama. In her current role as a financial planner at KCR Wealth Management, an independent fee-only RIA, she creates comprehensive financial plans tailored to each client’s unique goals and circumstances. Previously, Kimberly was the Director of Client Service at The Monitor Group, where she led the firm’s initiative to provide best-in-class service to high net worth clients.
In the classroom, her main objective is to help her students acquire the knowledge necessary to earn the CFP® designation, so they can begin a rewarding career helping others manage their finances more effectively. Kimberly is happily married to her high school sweetheart and has two teenage daughters. When not working, she enjoys spending time with her extended family, traveling, volunteering, mountain biking and cheering for her favorite football team – Roll Tide!