Is a Female Financial Advisor Right for You?
Written by: Rachel Infante, CFP® CSRIC® CDFA®
When it comes to financial planning, people tend to gravitate toward advisors who align with their...
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Kimberly Mills supports the Birchwood team by publicly highlighting the firm and each of our trained professional’s expertise. She is dedicated to continually finding new ways to improve the client experience beyond their financial plan. Furthering Birchwood’s appreciation and highlighting our mission of improving each client’s quality of life through client events and thought-provoking and informative communications.
Kimberly is happy working behind the scenes so that the advisors can focus on each individual client. She is motivated by the opportunity to think creatively on how Birchwood can grow and continue to focus on helping each client define and reach their goals. Kimberly enjoys the collaboration between team members and admires the continual effort to improve how we meet our client’s needs.
Kimberly is active with the Junior League of Saint Paul, an organization of women committed to promoting voluntarism, developing the potential of women, and improving communities through the effective action and leadership of trained volunteers. She enjoys spending time outdoors whether it’s at a baseball game, kayaking or just enjoying some fresh air.
Before joining Birchwood, Kimberly managed communications and marketing at a local, social-service agency. She had no hesitation making the change from philanthropy work to financial services after meeting the Birchwood team and learning how well our values aligned—because at the end of the day true wealth is much more than money.
3300 Edinborough Way, Suite 610
Edina, MN 55435
Phone: 952-885-9088
Email: info@birchwoodfp.com
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