Meet Kimberly Maxwell
Kimberly began her career in the financial services industry in 2020. Prior to joining Mercer Advisors, she worked as a tax specialist at a small CPA firm in Alpharetta, where she developed a love for accounting and customer service. With a strong background in tax law and creative problem-solving, her work in the field has helped her realize a desire to learn more about investing and managing finances. Kimberly graduated from The University of Oklahoma with a bachelor’s degree in drama and an emphasis in acting. When she isn’t working or performing, she enjoys long-distance hiking, and in 2015 completed the entire Appalachian Trail by herself.
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Tax Planning
Washington’s Income Tax Debate: Capital Gains, the Millionaires’ Tax, and What Comes Next
March 24, 2026