As a Wealth Advisor, Kimberly makes the complicated simple by educating her clients so they can feel more confident about the decisions they make regarding their financial health.
Completing her service in the US Navy, Kimberly moved back to her home town, Portland, Oregon in 1986. There she joined a small independent firm and began her career in the financial services industry. In 1991, she left the advisor side of the business and was recruited to represent various companies to the financial advisor community. She worked for firms such as MFS, the oldest mutual fund family in the country, and Merrill Lynch where she worked as a District Annuity Specialist.
Kimberly was looking for a firm where she could offer her clients objective advice with the best products the industry has to offer and outstanding customer support. LPL Financial, the largest independent firm* in the country with over 14,000 representatives, met her criteria. In April, 2007 Kimberly opened her branch office of LPL Financial in Lake Havasu City, AZ.
Kimberly’s nearly 30 years in the business allows her to provide comprehensive wealth management solutions. As a Wealth Advisor, Kimberly develops a close understanding of her client’s needs in order to create a comprehensive plan which will allow them to reach both short and long-term goals. Her typical client is retired but she also works with business owners and those who are still accumulating.
Teaching others has always been her passion and she continues to teach retirement strategy classes at Mohave Community College.
Kimberly and her husband, Ben LaParne moved to Lake Havasu City in 2003. Together they have 3 children, 7 grandchildren and 1 great grandchild. Both are active in the community.
*As reported by Financial Planning Magazine, June 1996-2018, based on total revenue.