Kimberly Collins

In by pxlpod.media

Kimberly Collins

Client Services Associate


Kimberly Collins

Client Services Associate


About Kimberly Collins

Kimberly joins our firm as a Client Services Associate and brings several years of experience in the financial services industry. Her primary role consists of working with our clients to address their service needs. This includes processing transactions, preparing client documentation and reports, monitoring client account activity, and researching various situations to ensure client’s needs are met. She is an active California Notary.

Prior to joining the financial services industry, Kimberly spent more than twenty years as a social worker for nonprofit agencies as well as eleven years working in emergency services encompassing all around client services including mental and physical health, legal, finance and budgeting. Kimberly moved to the Coachella Valley from New Jersey in 2017 with her two daughters. She is active within her community as a volunteer at local schools and sporting events. Kimberly is a cyclist and enjoys running, gym workouts, and focuses on a healthy lifestyle.

Kimberly’s approach with our clients is detailed and caring. Her people-oriented demeanor comes across in all her conversations! She enjoys helping others and seeing a task through to the end. As a valuable member of our team, she works tirelessly to make sure our clients' needs are satisfied.

Let's Talk!

As a prospective client, we invite you to schedule a complimentary discovery meeting in our offices to talk about your current situation and circumstances as well as your long-term objectives. Our initial meeting will focus on you, your family, and your aspirations. You’ll have an opportunity to interview us and find out why we may be a good fit for pursue your financial goals.
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