Kim Quanz, Financial Consultant

Branch Manager

Through her consistent effort and reputation for outstanding service, Kimberley has built a solid client base and expanded her business through referrals from satisfied clients and other professionals. 

Kimberley helps people make smart choices with their money through wise planning. She is committed to the creation of their financial security so that they can live their dreams. 

Kimberley meets the needs of high net-worth individuals, successful professionals, business owners, retirees and all those who are serious about their financial future. She focuses on estate, retirement, investment and tax planning. Extensive background and knowledge in these fields allow Kimberley to provide outstanding service to her clients.

Securing your Family's Future

Following the advice of a trusted advisor is shown to be a significant factor in building wealth and achieving investment success. Our team can provide sound advice and a Personal Wealth Management Strategy™ to guide & assist you & your family at any stage of life.