As a Bahnsen Group Partner and the Financial Planning Director, Kimberlee specializes in personal wealth advising and oversees financial planning and retirement planning solutions for high net worth individuals and multi-generational families. She creates, and guides implementation of, cohesive strategies that incorporate all aspects of clients’ financial lives. Her expertise also includes helping individuals transition to financial independence after life altering events such as death or divorce.
Kimberlee joined The Bahnsen Group at Morgan Stanley in 2014 and was part of the start-up transition when The Bahnsen Group went independent in 2015. Kimberlee has a diverse background and more than 25 years of finance, legal and corporate experience. She formerly worked as a corporate securities lawyer, investment banker and Chief Financial Officer. Kimberlee received her Bachelors of Science in Foreign Service/ International Finance, at Georgetown University as well as a Juris Doctor from Georgetown University Law Center. She currently holds the Series 7 and 66 licenses and the California Life and Health Insurance License.
Kimberlee is an active member of the British American Business Council where she serves on the Commerce Committee, a Board member of the Georgetown Alumni Association, Orange County, and a volunteer at Project Hope Alliance. Previously she was President of The Junior League of Northern Westchester, New York.