Kimberly takes a comprehensive approach as a Financial Advisor and focuses on investment planning to help each client achieve their goals. At the core of her approach is developing a personal relationship with each client and taking the time to understand their financial needs, aspirations and dreams. She then helps her clients develop an investment plan that balances risk, growth and income. Whether her clients are planning for retirement, saving for a child’s education or looking to preserve their wealth, she can help create a plan to help achieve their vision of the future.

She is a graduate from the University of North Carolina where she completed a BA in Psychology and Minor in Music. Away from the office, she is active in her church, as well as involved with her neighborhood community. She enjoys time with family, sports, music, traveling and gardening.  She lives in Durham with her husband, Eric and their two children, Katelyn and Kyle, and their dogs, Harper and Maverick.

Joe has been an integral part of our team for the past couple of years, bringing with him over 10 years of experience in the Financial Services industry. He is a graduate from the University of North Carolina where he completed a BA in Management and Society with a 2nd Major in Economics. When he is outside of the office, he enjoys time with family, traveling, sports, art and spending time outdoors.  He lives in Chapel Hill with his wife, Lauren, and their two children, Olivia and Danny.

Keith is a Financial Consultant with over 25 years of experience in the financial services industry which includes client services, financial analysis, operations and compliance. He came to Wells Fargo Advisors from Morgan Stanley in March 2015 to become a Regional Supervisor in Glen Allen, VA. Keith is committed to providing a superior client experience.

VK has been a valued member of our team for the past couple of years, with over 15 years of experience in the Financial Services industry. He is a graduate from the Institute of Pedagogical Education in Ternopil, Ukraine with a Bachelor’s degree in German and English Literature.  When he is outside of the office, he enjoys spending time with his wife, Nataliya and their two sons, Nico and Mikel. He is also a world traveler and expert snow skier.

Laura is an experienced office associate with a demonstrated history of working in the financial services & real estate industries. She is a graduate from Marquette University where she studied commercial real estate and marketing with a minor concentration in ethics. Additionally, she has passed the Securities Industry Essentials (SIE) exam. Laura was born and raised in Connecticut, moved to Tampa Bay during high school and later to Milwaukee, WI, where she attended college and began her career. She resides in Durham, NC with her husband, Jack, and their two cats, Marty & Milly.

Babs is the operational force that keeps our team organized and on track. With almost 25 years of experience in the financial services industry, Babs is often the first point of contact on day-to-day issues providing excellent service to our clients. Outside of work, she enjoys trips to Wrightsville Beach & Blowing Rock, NC and loves traveling with her daughter, Allison, when she is home between contracts where she works on a cruise ship. She currently resides in Burlington, NC.