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Kimberly Hillyard Cfp

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Kimberly Hillyard Cfp

Managing Director & Wealth Advisor | Choreo

United States

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Kimberly Hillyard Cfp

Summary

Kimberly Hillyard is a seasoned financial services professional with over 20 years of experience in financial planning and investment advisory. As the Managing Director at Choreo, she excels in helping individuals, families, and business owners navigate complex financial landscapes. Kimberly is recognized for her strong client relationships, built on trust and a deep understanding of her clients' values and financial needs. She has received multiple accolades, including the 2024 Top Women Wealth Advisors and the Forty Under 40 Award. Her academic background includes a double major in Management and Spanish from Simpson College, alongside specialized coursework in CFP. Kimberly's entrepreneurial spirit is evident in her role as Treasurer of Hillyard Enterprises, a family-owned business. She is passionate about collaboration, often working with attorneys and accountants to provide tailored advice. Kimberly is also actively involved in her community, having been recognized as an Outstanding Community Volunteer. Her commitment to excellence and adaptability in the ever-evolving financial sector makes her a trusted advisor.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Startup Experience

Kimberly Hillyard Cfp

Work Experience

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Managing Director & Wealth Advisor at

Choreo

March 2024 - Present

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Treasurer at

HILLYARD ENTERPRISES LTD

March 2007 - Present

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Senior Director & Wealth Advisor at

Choreo

October 2005 - Present

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Licensed Paraplanner at

Hardinger And Associates A Branch Of Ameriprise

March 2003 - October 2005

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Marketing at

Solmax

June 2002 - March 2003

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Kimberly Hillyard Cfp

Education

THE AMERICAN COLLEGE

January 2005 - January 2007

Simpson College, Bachelor Of Arts

January 1998 - January 2002

University of Granada

January 2001 - January 2001

Mediapolis High School

January 1994 - January 1998

Leadership for Five Seasons Graduate, Class Of 2017

Frequently Asked Questions about Kimberly Hillyard Cfp

What company does Kimberly Hillyard Cfp work for?

Kimberly Hillyard Cfp is a Managing Director & Wealth Advisor at Choreo, a company specializing in Monetary Authorities-Central Bank.

Where Kimberly Hillyard Cfp graduated from?

Kimberly Hillyard Cfp holds a degree in Cfp Coursework from THE AMERICAN COLLEGE.

Who is Kimberly Hillyard Cfp?

Kimberly Hillyard is a seasoned financial services professional with over 20 years of experience in financial planning and investment advisory. As the Managing Director at Choreo, she excels in helping individuals, families, and business owners navigate complex financial landscapes. Kimberly is recognized for her strong client relationships, built on trust and a deep understanding of her clients' values and financial needs. She has received multiple accolades, including the 2024 Top Women Wealth Advisors and the Forty Under 40 Award. Her academic background includes a double major in Management and Spanish from Simpson College, alongside specialized coursework in CFP. Kimberly's entrepreneurial spirit is evident in her role as Treasurer of Hillyard Enterprises, a family-owned business. She is passionate about collaboration, often working with attorneys and accountants to provide tailored advice. Kimberly is also actively involved in her community, having been recognized as an Outstanding Community Volunteer. Her commitment to excellence and adaptability in the ever-evolving financial sector makes her a trusted advisor.

Kimberly`s contact details

Colleagues

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Scott Krowczyk

Managing Director

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Steve Kelley

Managing Director

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Greg Anton

Strategic Advisor

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Gregory Dowler

Chief Operating Officer

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Greg Blair

Chief Information Officer

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Nick Bertozzi

Managing Director

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Stephen Smith

Vice President of Business Development

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Joy Parduhn

Managing Director, Advisory Operations

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David English

Chief Financial Officer

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