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Kimberly S. is a Senior Associate and Wealth Planner at Cerity Partners, beginning in July 2024, with prior experience as a Wealth Associate at Linscomb Wealth from June 2021 to May 2024. In wealth management roles, Kimberly S. demonstrated proficiency in financial analyses, risk assessments, and customized wealth management strategies, while utilizing financial modeling software for investment analysis, retirement planning, and tax optimization. Earlier, Kimberly S. held the position of Operations Associate, managing client onboarding and ensuring compliance with regulatory requirements. Kimberly S. began a career in finance as a Portfolio Accountant at McKinley Management, LLC from February 2015 to February 2020, where responsibilities included ensuring trade accuracy and calculating financial metrics. Education includes a Bachelor's degree in Business Administration and Management from Edinburgh Business School, Heriot-Watt University.