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Kimberly Sterling

Chairman of the Board & Wealth Advisor

Kimberly combines her strong tax and financial background with clear communication and visual tools to help clients make decisions that lead to financial independence.

Strengths:

  • AchieverPeople especially talented in the Achiever theme have a great deal of stamina and work hard. They take great satisfaction from being busy and productive.
  • CommandPeople especially talented in the Command theme have presence. They can take control of a situation and make decisions.
  • AnalyticalPeople especially talented in the Analytical theme search for reasons and causes. They have the ability to think about all the factors that might affect a situation.
  • FocusPeople especially talented in the Focus theme can take a direction, follow through, and make the corrections necessary to stay on track. They prioritize, then act.
  • SignificancePeople especially talented in the Significance theme want to make a big impact. They are independent and sort projects based on the level of influence it will have on their organization and others around them.

Professional Experience

Kimberly Sterling is chairman of the board, shareholder, and wealth advisor at Resource Consulting Group. She earned a Bachelor of Science degree with highest honors from Rollins College in 1981. She became a Certified Public Accountant in 1982 and spent 19 years in public accounting. In 1998, Kimberly expanded her professional skills to include fee-only investment advice and financial planning services. She joined RCG in 1999 and earned the CFP® certification in 2003.

Kimberly currently serves as one of four public members of the Orange County Investment Advisory Committee. She is also an allied professional in the Collaborative Family Law Group of Central Florida. During her career, she has served in many leadership roles including: RCG’s president from 2007 to 2015, president of Zero Alpha Group in 2010 and 2011 (a national professional affiliation of RIA firms), president of the Downtown Orlando Partnership, president of the Central Florida Estate Planning Council, and co-founder and first full-term president for the Downtown Orlando Toastmasters Club. In 1992, she was named Woman of the Year by the Women’s Executive Council.

Kimberly plays bass and sings harmony in a local band. She also enjoys woodworking and quilting. She lives on an idyllic lake six miles from downtown Orlando with her husband, Brian. Her two teen-aged granddaughters live about two miles away and visit often for movies, music (Ed Sheeran, Taylor Swift), and sleepovers (less now than in middle school).

Personal Thoughts

I grew up as a NASA space brat surrounded by engineers and astronauts. These men weren’t just colleagues – astronauts’ lives depended on successful missions and engineers felt a deep personal commitment to get it right. That childhood experience led me to approach most things from an engineering perspective coupled with the desire to get it right.

Several rockets launching into spaceWith an aptitude for math and science, life’s path led me to a 19-year career as a CPA where I acquired knowledge and experience in tax, estates, and accounting for individuals and corporations. With prompting from Mike Davis, RCG’s founder, I launched my career as a wealth advisor. I’ve stayed on this trajectory since then and continue to employ an engineering approach with a personal commitment to each client’s success.

In engineering, you never finish evolving, innovating, and improving. Likewise, in the world of wealth and investing we are continually learning and improving. The investment tools we have today didn’t exist 30 years ago. Today’s computers enable academics to unlock new insights about the market. I am on a mission to continually improve the value RCG provides to clients.