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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Cascade Apollon a d/b/a of Apollon Wealth Management, LLC (Apollon) is a registered investment advisor This document is intended for the exclusive use of clients or prospective clients of Apollon. Any dissemination or distribution is strictly prohibited.  Information provided in this document is for informational and/or educational purposes only and is not, in any way, to be considered investment advice nor a recommendation of any investment product or service. Advice may only be provided after entering into an engagement agreement and providing Apollon with all requested background and account information. Please visit our website http://apollonwealthmanagement.com for other important disclosures.