Kimberly Shirk

A financial educator and guide to the many individuals and families she works with, Kimberly takes the time to listen and learn what matters most to them. Together, Kimberly and her clients discuss their financial goals and concerns in detail. Kimberly provides solutions to help her clients achieve those goals, and clear, concise explanations to alleviate their concerns.

“I am dedicated to providing information and guidance in a non-pressured environment to help clients make informed decisions that are right for them and their family,” Kimberly says.

Kimberly is a fully registered Investment Advisor Representative with Osaic Wealth Inc. with over 28 years of experience in investment, financial and retirement management. She earned a bachelor’s degree in business administration from Indiana State University.