Kimberly Bleck brings over 20 years of customer service experience and 12 years of industry experience to Burkholder & Associates. As a Service Advisor, Kim is responsible for guiding clients through the financial planning process. In addition to building customized financial plans for clients, she ensures clients stay on track to achieve their objectives. Kim also oversees employer-sponsored retirement plans and insurance implementation for our clients.
Prior to joining Burkholder & Associates, Kim supported a team as a fully licensed financial planning assistant. She supervised and helped establish and enroll scores of employer-sponsored retirement plans. She also served as the point of contact for service on investment accounts and specialized in implementing the financial planning process for clients. As a Licensed Sales Assistant in a busy solo financial planning practice, Kim managed client services, marketing and office administration, as well as analyzing and recommending investment strategies for clients.
Kim has achieved the CERTIFIED FINANCIAL PLANNER™ certification. Kim holds her FINRA Series 7 and 63/65 registrations and is licensed in the states of MD, DC and VA. She also holds life and health insurance licenses for MD, DC and VA.