Kimberly lives full time in Naples and has clients across the county. The team at Vision 360 Capital Partners has over two decades of finance, portfolio management, and banking experience. Her boutique practice offers full-service wealth management and financial consulting, utilizing a high touch personalized approach.
She takes great pride in her success achieved for those of moderate means and has been sought out by individuals and families of significant wealth. Kimberly works very closely with her clients, creating customized strategies that can help them achieve their financial goals and objectives during one’s working years or for growth and income in retirement.