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475 Half Day Road
Suite 210
Lincolnshire, IL 60069

847.541.6888

My morals and vulnerability have allowed me to develop deep relationships with my clients and for that I am grateful.

Kimberly Spence Drake ,
CFA®, MBA

Financial Advisor
Member Owner

Kim specializes in women, specifically their life transitions and how these changes affect their financial lives. She earned a bachelor’s degree in psychology with a minor in economics from Denison University, graduating Phi Beta Kappa, and a master’s degree in business administration from the Kellogg Graduate School of Management at Northwestern University.

Kim enjoys spending time with her family and supporting them through life’s joys and challenges. She likes to be active and outdoors, especially skiing and hiking, and is passionate about traveling the world and experiencing its wonders.

My morals and vulnerability have allowed me to develop deep relationships with my clients and for that I am grateful.