Sr. Wealth Advisor
Kimberly Foss brings both technical expertise and real passion to her work with clients, including affluent family stewards, women in transition, and thriving retirees. She began her career at Merrill Lynch as the youngest female account executive in its long history before she left to found her prior firm Empyrion Wealth Management. Author of “Wealthy by Design: A 5-Step Plan for Financial Security,” 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.
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