Controller | Office Manager
Kimberly German is the firms Controller and Office Manager. Kimberly brings 20 years of experience in back-office administration, human resources, accounting and compliance. Working integrally with the firm's President and Controller she manages all financial accounting functions for the firm, assists in the development and implementation of firm policies and procedures, ensures daily office operations and manages CFA administrative staff.
When not in the office, Kim enjoys spending her time spoiling her two granddaughters Carter and Penelope as well as traveling the country and “Boondocking” in her RV with her husband and two dogs.