As a Senior Wealth Manager with more than 15 years experience at Sand Hill, Kimberleigh actively manages client relationships and provides financial planning and customized portfolio management. She advises her clients on risk management, retirement and education planning and charitable giving. Additionally, Kimberleigh works closely with clients and their attorneys and CPAs on divorce related issues including division of assets and cash flow analysis.
Prior to joining the Wealth Management team, Kimberleigh managed Sand Hill’s Client Service team where she was responsible for overseeing the establishment of client accounts, transfer of assets, gifting, restricted stock and option sales, tracking limited partnership and other private company investments.
Kimberleigh played a key role in the formation of Sand Hill’s Women´s Wealth Network, and continues to pursue her interest in helping women succeed financially. She is a member of the Palo Alto University Rotary Club.
Kimberleigh has a BA in Psychology from the University of California, Irvine and an MBA from Santa Clara University. She is a CERTIFIED FINANCIAL PLANNER™ practitioner and is a member of the Financial Planning Association (FPA).