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Kimberly Sterling

Vice President/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 Vice President, Shareholder and Wealth Advisor at Resource Consulting Group (RCG). Since joining the firm in 1999, Kimberly has combined her strong tax and financial background with clear communication and visual tools to help clients make decisions that lead to financial independence.

Kimberly earned her Bachelor of Science degree with highest honors from Rollins College in 1981. She became a Certified Public Accountant in 1982 and during her 19 year career in public accounting she worked with closely held businesses, professional firms and high net worth individuals.

In 1998, Kimberly expanded her professional skills and became a registered investment advisor providing fee-only investment advice and financial planning services. In 2003 she earned her CFP® certification.

In addition to her current role at RCG, Kimberly served as the firm’s president from 2007 to 2015.  She has served in many other leadership roles during her career including: president of Zero Alpha Group in 2010 and 2011, treasurer of the Central Florida Estate Planning Discussion Group for eight years ending 2015, president of the Downtown Orlando Partnership and 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 is passionate about power tools and woodworking. She lives on an idyllic lake six miles from downtown Orlando with her husband, Brian. Her two school-age granddaughters live about one mile away and visit often for paddle boarding, sparkly manicures and sleepovers.

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.