About Kimberly
Kim’s responsibilities include facilitating the ongoing day-to-day operations of the Rhode Island team, including coordinating with regulatory compliance, information technology, human resources, financial and facilities management as well as the marketing and communications teams.
Kim has over 24 years of experience in the financial service industry. She joined Buckingham Strategic Wealth in 2023 when the firm acquired Briggs Advisory Group. She joined Briggs in 2003 and was the office manager and served as an officer of the firm as its corporate secretary. She received her associate degree in business administration in 1994 and is a QuickBooks certified user.
Kim’s responsibilities include facilitating the ongoing day-to-day operations of the Rhode Island team, including coordinating with regulatory compliance, information technology, human resources, financial and facilities management as well as the marketing and communications teams.
Kim has over 24 years of experience in the financial service industry. She joined Buckingham Strategic Wealth in 2023 when the firm acquired Briggs Advisory Group. She joined Briggs in 2003 and was the office manager and served as an officer of the firm as its corporate secretary. She received her associate degree in business administration in 1994 and is a QuickBooks certified user.