KIMBERLY DAVIS

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CLIENT SERVICE SPECIALIST

kdavis@cascade-inc.com
(303) 292-1121 Phone
(303) 292-2942 Fax
950 17th Street, Suite 950
Denver, CO 80202

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Kimberly was born in the Central Valley of California and has resided in Golden, CO since elementary school.  She graduated from Fresno Pacific University with a Bachelor’s degree in Business Administration, with an emphasis in Marketing and Finance.  She began her career in the financial services industry with JPMorgan over ten years ago, and she advanced into a client service role supporting high net worth clientele at a local Denver Investment firm.  Kimberly embarked on her journey with Cascade Financial Management in 2020.

Kimberly’s hobbies include snowmobiling, paddleboarding, boating, hiking, gardening, and exploring the vast Colorado Wonders.  She also enjoys cooking, barbequing, and baking.  Kimberly spends most of her free time with her energetic and handsome Austrailian Shepard named Jäger.

Quote: “A pessimist sees the difficulty in every opportunity; an optimist sees the opportunity in every difficulty.” -Winston Churchill

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info@cascade-inc.com - (800) 353-0008

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Cascade Financial Management, Inc. is a Securities and Exchange Commission Registered Investment Adviser and Broker Dealer, Member FINRA, SIPC. Advisory and Brokerage services are only offered to clients or prospective clients where Cascade Financial Management, Inc. and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Cascade Financial Management, Inc. unless a client service agreement is in place.