Your Life. Your Wealth. Our Commitment.


Your Team

Kimber Oldham

Client Services Representative

Kimber joined our firm in 2016 as Client Service Representative. She brings with her an extensive background in relationship management and client service. She works with all our advisors to provide client service in solving problems, fielding questions, providing solutions and proactively communicating with our clients. Her support allows your financial advisors to focus on your high-level financial planning and investment management needs. Her attention to detail and caring demeanor make her an ideal member of our team. At the end of the day, she simply wants to know what she can do to make your day better. She is committed to providing and achieving excellent client service by not only meeting, but exceeding our clients’ expectations each and every time.

Outside of work, Kimber’s passions include raising her daughter, volunteering, cheering on the Tampa Bay Buccaneers, and her wanderlust for seeing the world. She believes there is a lot more to life than what’s in your own backyard and that exposure to the greater world helps round us out as human beings.

Bring Your Wealth To Life