Client Advisory


Kim is Senior Associate and the Office Manager & Administrative Assistant for the Cleveland Office. She coordinates all administrative needs and serves as the first point of contact for our guests and visitors. She has over twenty years of experience providing administrative support.

Kim started her career at Youth Opportunities Unlimited (Y.O.U), as a youth workforce development participant. Upon completing the program, she accepted a permanent position with the organization as a secretary. After seventeen years Kim ended her journey at Y.O.U. as the Executive Administrative Assistant to join the team of Saint Luke’s Foundation as the Office Manager. Kim has worked in a non-profit sector for over thirty years and is excited to join the for-profit sector.



  • Bachelor of Business Administration and Organizational Development from Tiffin University


  • Member of the Delta Mu Delta International Honor Society at Tiffin University
  • Graduate of the Jack, Joseph and Morton Mandel Foundation’s Neighborhood Leadership Development Program, which seeks to develop the diverse leadership abilities of engaged Clevelanders who are committed to creating a city and region that works for everyone.

Q & A


What inspired you to pursue your career in financial management? How?

It actually was a career that kind of fell in my lap. After 30 years in the non-profit sector, a former colleague knew that I was getting uncomfortable in my comfort zone and I needed a challenge so she shared the opportunity at Cerity Partners and here I am four years later.

Why is your work important, especially today?

As an Office Manager it’s important to make sure the team has the resources and support they need to effectively and efficiently support their clients.

What do you do in your personal life that helps you help your clients?

I’m continuously working to be a good listener and kind and patient person. Sometimes clients call and just want to share their personal stories and when they do I like to make them feel like they are a top priority.

Connect with Kimberly

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