Kimberly’s Approach
Kimberly M. Richey
CFP®, MBA
Senior Business Development Officer / Member Owner
Overview
Kimberly Richey serves as a senior business development officer in our Chicago Loop office, where she focuses on building and deepening relationships that support the firm’s growth initiatives.
A CERTIFIED FINANCIAL PLANNER® professional, Kimberly has broad financial services experience shaped by her previous roles at Goldman Sachs and Apollo Global Management. Her background spans multiple asset classes, client segments, and global markets, giving her a well-rounded perspective on the needs of sophisticated investors and advisory firms.
She remains actively engaged in her community through volunteer work with several Chicago-based organizations, including Big Shoulders and Junior League.
Kimberly earned her bachelor’s degree, graduating magna cum laude, from Bucknell University. She also holds a Master of Business Administration (MBA) in finance and entrepreneurship from the University of Chicago Booth School of Business.
A passionate traveler, Kimberly enjoys experiencing different cultures and places. She previously lived in the United Kingdom and the Caribbean and has visited more than 40 countries across five continents. She is always glad to exchange travel tips.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Education
- Bucknell University
Bachelor of Arts, magna cum laude - University of Chicago, Booth School of Business
Master of Business Administration (MBA) in Finance and Entrepreneurship
Professional Designations
- CERTIFIED FINANCIAL PLANNER® professional
Affiliations
- Big Shoulders – volunteer
- Junior League – volunteer
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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CFP®
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.