Meet our Financial Advisors | Apogee Wealth Advisors in Pleasantville, NY

Meet our team

We are a company of women who understand the importance of decision-making when it comes to sound financial advice.  We built our unique firm based on the belief that providing financial clarity to our clients and their families is paramount.  Our goal is to build and preserve your wealth to prepare for life's significant moments.

Kerri Kimball, CFP®

Managing Partner

About Kerri Kimball

Kerri is an independent wealth advisor and CFP® professional creating customized solutions for high-net-worth women and their families.  She has more than 25 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 hosts a series of Impact Investing seminars and has contributed to a number of publications including the Wall Street Journal, Bloomberg Businessweek, Financial Planning Magazine, and CNN Money.  She also co-authored the Amazon bestseller Redefining Success:  Real Women, Real Stories, Real Inspiration.

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

A native of the San Francisco area, Kerri has lived in New York for two decades.  She speaks French and Spanish and enjoys adventure travel, yoga, and gardening.  She lives with her husband and two sons in Irvington, NY.

Karen Roth, MBA, CPA®, CFA®

Managing Partner

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.

      We choose to affiliate with Commonwealth Financial Network® as our Independent Registered Investment Adviser–broker/dealer. The firm’s always–expanding resources help ensure that we can deliver the best possible guidance and the prompt, personal service you expect and deserve.  Since 1979, Commonwealth has enjoyed a stellar reputation among the financial advisors it serves. Among the many reasons are:

  • Commonwealth excels in its commitment to safeguarding your privacy and ensuring that your investment data remains secure. Its encryption standards, redundant data centers, and disaster recovery plans make us confident that the information you entrust us with will remain well protected.
  • Investment choice. Commonwealth provides us with an open investment platform, which gives us access to the complete universe of solutions from which to recommend the best choices for you based on your financial objectives, personal investment style, and risk tolerance.
  • Breadth of expertise. Dozens of experts in estate planning, taxation, risk management, business planning, charitable giving, and retirement planning are available to consult with us to ensure that the recommendations we make are the right ones for your financial situation.
  • Fidelity Clearing & Custody SolutionsSM (FCCS)* provides clearing, custody, and other brokerage services to Commonwealth through National Financial Services LLC (NFS). Like Commonwealth, NFS is an industry leader with a long and stable history of customer service excellence.