Assistant Director of Operations for AUM, Director of Compliance
Kimberly joined the Burns Estate Planning & Wealth Advisors family in February 2020. She works within the Wealth Management side of the business and the corporate side of Compliance. Kimberly has been in the Financial Services Industry for the past 20+ years working in Retirement Services Compliance. She brings industry knowledge, experience and a level of customer service that is intuitive to our service model.
Kimberly grew up in the Northern part of the country and relocated to Louisiana with her family six years ago. Kimberly’s biggest passion over the last ten years is The Veterans Network Education Center (VET NET). She has led many fund-raising events and community outreach programs to educate the public about the programs and to help our soldiers coming home who suffer from post-traumatic stress disorder (PTSD). She graduated with her Degree from the University of Phoenix.