Kimberly Shocklee is an Advanced Sales Specialist who joined the firm in 2011. She is responsible for advanced planning where she utilizes integrated strategies and educational development to assist our advisory population. Before starting at GoldBook Financial, Kimberly worked in collaboration with advisers and planners nationwide in the MassMutual Home Office, implementing advanced holistic estate, business and personal planning techniques.
She is a graduate of University of Arizona, where she received a Bachelor of Arts in Art History and Molecular and Cellular Biology. She then went on to receive her Bachelor of Science in Marketing and an MBA in Finance from the University of Phoenix. She holds FINRA Series 6 Registration and is Life, Accident and Health licensed.
Outside of the office, Kimberly is a swimmer. She is also an avid education enthusiast and philanthropist.