Kimberly Cavaliere has over 26 years of experience within the financial industry. As our Business Entity Director, she is committed to efficiency and high quality techniques in her role which are primarily HR, Advisor Onboard and Integration, Vendor Management, IT and ensuring compliance with our complex regulatory environment. Kimberly is a beach girl, having grown up on both the west coast and east coast. Kimberly settled in Colorado with her Colorado native husband, John. Kimberly is a Cane Corso and Boxer dog mom and has been rescuing boxers for over 20 years. She loves the beach and vacationing with her family.
Kimberly holds the Series 7, Series 66, Colorado Life and Health, Long-term Care and Variable product Licenses and a Colorado Notary.
