Financial Services Team Leader
Bringing over six years of experience in the financial services industry to TSP Wealth, Kimberly plays a vital role as our Financial Service Team Leader. She expertly manages our day-to-day administrative operations, providing essential, hands-on support to our advisers and paraplanners so they can deliver the best possible service to you.
Kimberly is deeply motivated by the continuous career progression the industry offers, but what she enjoys most is gaining fresh perspectives from the wide range of clients, professionals, and industry experts she works with every day. She prides herself on a friendly, straightforward approach, focusing heavily on clear communication. For Kimberly, putting clients first means truly understanding your needs, being highly responsive, and ensuring you feel completely supported every step of the way.
Having been a key part of TSP Wealth’s journey, her proudest achievement is seeing the firm’s growth and the positive impact the team has had on so many people’s lives. Outside of the office, Kimberly loves nothing more than travelling and spending quality time with her loved ones.
Get to know Kim:
- Drink of choice: Matcha
- Cats or Dogs: Dogs
- Favourite Book/Podcast: Too many brilliant ones to mention just one!
