Kimberly D.
Director, Advisory
2001 North Main Street, Suite 360
Walnut Creek, CA 94596


Kim has over 30 years of accounting experience, skilled at executing in both corporate and family office settings. Her diverse background includes directing worldwide accounting policies and operations for a services company in the transportation industry. Other experience includes directing the financial function for an early-stage startup company. as well as leading the accounting team for a services company that had high-volume transactions. She is experienced at managing the budget process, audits and working closely with outside partners for legal and tax.

Over the last 13 years, she served single family offices, managing day-to-day accounting, cash management and financial reporting for their businesses, personal and foundation matters. Her experience includes extensive collaboration with clients and client advisors for tax, estate, and investment planning and analysis. Most recently, Kim served as a Director in the Client Services group for a multi-generational family office with a high volume of transactions and legal entities, working with internal and external teams to support the clients’ distinct needs.

Interesting Tidbit

Kim is a fifth generation Californian who loves to travel, garden and hike.


BS/Business Administration – California State University, Chico