Meet the team
Kimberly Jamieson, Financial Planner
As a Financial Planner, Kimberly L. Jamieson, CFS®, CRPC® knows the importance of setting goals - and actively working to achieve them. She is passionate about helping others and focused on crafting plans with her clients so they can pursue financial security.
After years of successfully setting and pursuing her own financial goals, Kimberly - an avid reader of financial experts - realized she had a talent for investing. She had a desire to work with clients, especially women, to help them set and then follow their financial goals.
Kimberly isn't your run-of-the-mill, career financial planner. She was a successful small business owner for many years before changing careers 10 years ago.
Kimberly knows that good financial planning isn't about luck: it's about having a plan. Kimberly, who has built her practice with Michigan Financial Companies-Rochester Wealth Management, wholly believes in helping her clients craft a plan that allows them to meet both short- and long-term financial goals.
Women, especially, need to take charge of their financial futures, Kimberly says. She loves educating women, teaching them to move forward confidently with their goals and showing them how to prepare for life's inevitable challenges - death, divorce and job loss - while saving for things like retirement and college.
As a single mom, Kimberly walks the walk, having raised a daughter who is now setting and tracking her own financial and professional goals.
Kimberly has a master's degree in photography and owned a successful photography studio for 30 years. One of her goals as a mother was to have her daughter graduate the University of Michigan debt-free. After achieving that goal, Kimberly decided to pivot and change careers in 2010.
After owning a small business for 30 years, she has been able to successfully transition to a career of helping people with their finances. From her experience, Kim believes that knowing your number is the key to financial success because once you figure that out, you know how much to save - and spend.
Helping her clients figure out their numbers is Kimberly's forte. She meets her clients where they are and works with people of all ages, marital status and financial situation.
In addition to her work as a financial planner, Kimberly enjoys spending time with her daughter, Dr. Nicole Jamieson, and traveling. Her favorite place to visit is Provence in the south of France.
Kimberly holds the Series 7 Securities license, Series 65 Investment Advisor License, along with Series 6 and 63. She is also licensed in Life, Accident, Health and Annuities. One designation that sets her apart is the CFS® (Certified Fund Specialist®) certification, which can provide basic and advanced guidance on a wide range of actively and passively managed investments. CFS® advisors from the Institute of Business and Finance® experts in modern portfolio theory (MPT), mutual funds, ETFs, REITs, UITs, EANs, CEFs, financial planning, asset, construction, rebalancing, and taxation. She also received the CRPC® (Chartered Retirement Planning Counselor) designation, which focuses on client-centered problem solving. Financial Planners with the CRPC® designation can help define a "road made to retirement" and assist clients pre- and post-retirement needs, as well as issues related to asset management and estate planning strategies.
Daniel Gardner, CFP®
Dan Gardner is a Certified Financial Planner CFP® and Kimberly's partner.
Jeff Bearance
Jeff Bearance is our Operations Manager and oversees the practice and day-to-day operations.