Meet Kimberly


Kimberly F. Emery, Client Associate, has worked in the Financial Service Industry since 1994, specializing in Operational Management, Team Leadership and Process Improvement.  She graduated from Duquesne University with a B.A. degree in Special Education K-12.  Currently she serves on two non-profit boards; the American Association of University Women and the Clinton County SPCA.  Kim lives in Lock Haven, PA with her spouse and kitties.

Kim adds value to our clients by going above and beyond daily expectations. 


Request an Appointment

We’ll get to know your unique situation, goals and needs so we can help you take steps toward finding your freedom – whatever that looks like for you.