Kim Shocklee

Advanced Sales Specialist

Kimberly Shocklee is an Advanced Sales Specialist who joined the firm in 2011. She is responsible for advanced planning where she utilizes integrated strategies and educational development to assist our advisory population. Before starting at the firm, Kimberly worked in collaboration with advisors and planners nationwide in the Massachusetts Mutual Life Insurance Company (MassMutual) Home Office, implementing advanced holistic estate, business and personal planning techniques.

She is a graduate of University of Arizona, where she received a Bachelor of Arts in Art History and Molecular and Cellular Biology. She then went on to receive her Bachelor of Science in Marketing and an MBA in Finance from the University of Phoenix.  Kimberly is currently a student at The American College, studying for The Chartered Life Underwriter and Certified Financial Planner designations.

Outside of the office, Kimberly is a swimmer. She is also an avid education enthusiast and philanthropist.