Meet Kimberly
Kimberly is a Sr. Wealth Advisor based in Roseville, California. She joined Mercer Advisors in 2023 through the acquisition of Empyrion Wealth Management, Inc., the solo woman-owned practice she founded in 1991. She began her career at Merrill Lynch as the youngest female account executive in its long history before she left to establish Empyrion Wealth Management. Kimberly is a well-respected thought leader in the financial industry and frequently shares her expertise on the markets, financial planning, and investing with many leading media outlets including The Today Show, CNBC, Forbes, The Wall Street Journal, Fox Business, MSN Money, Investor’s Business Daily, and U.S. News & World Report. She regularly contributes to industry publications and shares her expertise at conferences. She is the author of “Wealthy by Design: A 5-Step Plan for Financial Security.” Kimberly is a CERTIFIED FINANCIAL PLANNER® professional and a Certified Private Wealth Advisor®. She earned a B.S. degree in business, with concentrations in finance and marketing, from California State University at Chico.
Kimberly’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Kimberly has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Supporting women entrepreneurs navigating ownership, growth, and personal wealth
- Life changes after the loss of a spouse, from estate transitions to long-term planning
- Complexities of inherited wealth, from taxes to legacy
- Helping dentists balance personal wealth goals with the demands of running a practice
Her working style
Kimberly’s working style is rooted in listening deeply and understanding the life behind the balance sheet. She partners closely with clients to clarify what matters most, then translates those priorities into thoughtful, coordinated financial strategies. Known for her calm presence and clear communication, Kimberly helps clients navigate complex decisions with confidence rather than overwhelm. She approaches every relationship as a long‑term partnership, earning trust through responsiveness, follow‑through, and a genuine commitment to each client’s goals.
Kimberly in real life
What makes you tick?
I grew up in Auburn, California, a Gold Rush town where my great‑great‑grandfather was the first Wells Fargo agent in Northern California. While finance may have been part of my history, it wasn’t handed to me. As the youngest of six children raised by a carpenter and an Avon representative, I learned early the value of hard work, self‑belief, and choice. Those lessons carried me through college, paid for with my own savings, into Merrill Lynch — where I became one of the youngest female account executives and eventually founded my own firm. Today, my life’s work is helping others gain the same power of choice that shaped my own path.
Any words you try to live by?
“People above profit.” It’s not about money; it’s about people. The loved ones, family members and friends who matter most to you. Generosity, selflessness, and integrity — these core beliefs are central to who I am, and how I serve my clients.
What’s one thing you are surprisingly good at?
Service above self. Whether I’m working with my clients, hosting a workshop, or educating investors, I will always lead with humility, encouragement, and mentorship first. I wake up every morning with the passion and desire to help my clients soar further in life than they ever dreamed possible.
Kimberly’s snapshots
The Forbes ranking of America’s Top Women Wealth Advisors and Top Women Wealth Advisors Best-In-State,2026: developed by SHOOK Research, is based on an algorithm of qualitative data, learned through surveys and interviews conducted by telephone, in-person and virtually to evaluate best practices, such as service models, investing models and compliance records as well as quantitative data, such as revenue trends and assets under management. All advisors have a minimum of seven years’ experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
Forbes Top Next-Gen Wealth Advisors, Best-In-State, 2025: The rankings, developed by SHOOK Research, is based on an algorithm of qualitative criteria—mostly gained through telephone, virtual, and in-person due diligence interviews—and quantitative data. Those advisors that are considered have a minimum of four years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
AdvisorHub Advisors to Watch, 2025: under $1 Billion Nominees were required to have seven years’ experience, $150m minimum in AUM, two years of good standing tenure at their current firm, and a clean regulatory record. The collective AdvisorHub rankings celebrate excellence in scale, growth, and professionalism—qualities that define our team. Participation in this ranking is open to any firm or advisor and there are no fees for participation.
MONEY’S BEST Women Planners, 2025: This stand-out group of women planners was derived from the same methodological analysis as laid out above. That is, it was based on the women’s responses to our survey of CFP professionals who are FPA members in fall 2024 followed by a tailored questionnaire in April 2025 for the women who were finalists in this specialty list. Of the approximately 1,000 planners who took our core survey, 275 were women and thus eligible for the designation.
Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that they will experience a certain level of results if Mercer Advisors or its investment professionals are engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either Mercer Advisors or its investment professionals to receive the award or ranking. The award or ranking is based upon specific criteria and methodology. No ranking or recognition should be construed as an endorsement by any past or current client of Mercer Advisors or its investment professionals.
Meet Kimberly’s Teammates
Kamille Morgan
Sr. Client Service Specialist
What Kimberly Says
Kamille brings a rare blend of proactive efficiency and genuine compassion to my clients’ neeeds for all my back office suport. Her commitment to her word and her ability to provide calm, steady support in complex times makes her the essential bridge between our firm’s operations and our clients’ reassurance.
Parker Landolf
Financial Planner
What Kimberly Says
Parker excels at transforming complex financial data into actionable, comprehensive plans. His proactive nature and commitment to streamlined collaboration make him a vital asset to our practice, providing the high-level analytical support necessary to navigate today’s intricate financial landscape.
Logan L. Baker
Lead, Sr. Wealth Strategist
What Kimberly Says
Logan combines technical mastery with a creative lens to provide our clients with comprehensive estate solutions. From immediate tax deduction modeling for charitable trusts to long-term multi-generational planning, Logan’s expertise adds immense value by helping families grow their wealth while significantly reducing their tax footprint.
Articles by Kimberly
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