About Kerri Kimball

Kerri is an independent wealth advisor, CERTIFIED FINANCIAL PLANNER^®, and Chartered SRI Counselor™, creating customized solutions for high-net-worth women and their families.  She has more than 30 years of financial planning and advisory experience.  As co-founder and managing partner of Apogee Wealth Advisors, she functions as her clients’ trusted advisor on all matters affecting their financial planning, investments, and insurance.

Kerri’s clients are goal-driven and seek to align their spending and investing with their values.  They’re focused on living a healthy lifestyle, taking care of the planet, growing their assets responsibly, and treating all people with respect.  They seek to partner with her to build and preserve their assets to prepare for life’s significant moments.

Kerri writes the firm's Market Update & Outlook newsletter and hosts regular seminars on impact investing, wellness, and other client-centered topics.  She has also contributed to a number of publications, including the Wall Street Journal, Bloomberg Businessweek, Financial Planning Magazine, and CNN Money, and co-authored the Amazon bestseller Redefining Success:  Real Women, Real Stories, Real Inspiration.

In addition to holding the CERTIFIED FINANCIAL PLANNER^® and Chartered SRI Counselor™ certifications, Kerri is a wealth advisor and life insurance broker and holds the FINRA Series 7, 24, 63, and 65 securities registrations.  She earned a B.S. double major in business administration and finance from Brigham Young University.

After living in New York for 24 years, Kerri is thrilled to have recently moved back to her native San Francisco area with her two sons.  Together they enjoy hiking, bike-riding, swimming, and playing fetch with their mini bernedoodle Billy.  

About Karen Roth

Karen Roth is co-founder and managing partner of Apogee Wealth Advisors and brings a lifetime of experience to her role as a wealth management professional. Karen’s passion for the business begins with helping our clients accomplish their personal and business goals.

An industry veteran with more than 30 years of experience, Karen began her career as an accountant for three years and then as an analyst for Brown Brothers Harriman. She later joined the Bank of New York as a credit analyst, followed by a role at UBS Securities where she jointly managed a $2 billion loan portfolio, and later became a sell-side corporate bond analyst. Her next role was as a VP/corporate bond analyst with Emigrant Savings Bank where she was responsible for high-yield and high-grade bonds. Karen then served as senior high yield analyst at a high yield hedge fund, and most recently was an SVP in a wealth management firm, where she began working with families and honed her skills in financial and estate planning, insurance, and corporate benefits, and developed a loyal following of high-net-worth clients.

Karen serves a range of clients, including young families, high-net-worth families, financially savvy executives, athletes, and independent and divorced women. Karen’s primary mission while working with clients who have opened their lives to her is to keep their best interest, and the best interest of their families, in mind. She prides herself on doing what it takes to help her clients achieve their financial goals and taps into her vast network to orchestrate solutions.

Karen earned her MBA in finance from NYU’s Stern School of Business and received her undergraduate degree in accounting from the State University of New York at Binghamton. She is a Certified Public Accountant and has earned the Chartered Financial Analyst designation. She has her life and health insurance license and holds her FINRA Series 6, 7, 63, and 65 securities registrations. She is a member of the New York State Society of Security Analysts, the CFA Institute, the AICPA, and the White Plains Bar Association. She is a frequent speaker at financial seminars and women’s groups.

One of Karen’s greatest accomplishments is that she has been able to balance her very demanding career with the needs of her family and her community. She is a board member of UJA Federation Northern Westchester Women’s Board, on the finance committee at her synagogue, and a member of the Westchester Business Council. Karen was formerly on the Boards of UJA Westchester Business & Professionals Division and Oak Lane Child Care Center for several years and was the treasurer of her synagogue Sisterhood. Karen is the mother of two amazing young adults and provides care to her mother. In her spare time, Karen enjoys cooking for a healthy lifestyle, hiking, yoga, skiing, and snowshoeing. Karen and her husband live in Chappaqua, New York.

Kati Renth works as a Marketing Assistant. Originally from Montana, she graduated from Marist College in Poughkeepsie, NY, with a B.S. in Business Administration and a concentration in Marketing. She has experience in social media marketing and is continuing to expand her knowledge and experience.

After earning her Bachelor's degree, Kati moved back to Montana to enjoy the outdoors. Kati is passionate about the environment and living a healthy lifestyle. In her free time she enjoys hiking, skiing, cooking, and reading.

Don Kimball is our director of technology.  He graduated from Brigham Young University in Provo, Utah, and earned his Project Management Professional (PMP) and Certified ScrumMaster (CSM) certifications. 

As an IT professional, Don has held multiple managerial and skilled worker roles across the technology landscape including desktop, web and mobile software development, data architecture/engineering/administration, networking, system administration, security, inventory and computer administration and support. 

Don is passionate about making computers work for humans, instead of the other way around.  With so many processes, systems, and devices requiring an ever-increasing amount of attention and interaction, it is easy to get sucked into those technological black holes.  During his career he has had multiple opportunities to design and implement software solutions and processes that simplified and automated tasks that previously consumed large amounts of human time and effort.

A native of the San Francisco area, Don has lived in the Provo, Utah, area for over two decades.  He enjoys picnicking in local parks and reading good stories with his wife, and spends much of his free time contributing to non-profit organizations.