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Kimberly Markel Herman

Kimberly Markel Herman

LPL Registered Principal

Kimberly Herman has been leading KMH Financial Services since its inception in 2003. Kim has worked in the finance industry for over 40 years and has served specifically in personal finance since 1996. Her experience in banking, lending, and mergers and acquisitions motivated her to start KMH Financial Services, LLC after leaving Smith Barney. She could see that people needed financial plans – roadmaps to their financial future.  Kim specializes in management, extensive Financial Planning and strategies, client services, investment management, handling new client accounts, and everything in between. She strives to provide her clients with an efficient, comprehensive strategic plan for their financial goals.

Kim has completed each of the CFP® courses offered by Boston University and is scheduled to complete the exam in the coming months. She holds Series 7, 24, 63, and 65 securities licenses with LPL Financial and is also Insurance licensed.

A Denver, Colorado native, Kim currently lives in Bethesda, MD with her husband, Scott. Together, they have four grown children and four grandchildren. She has served on a number of boards and is passionate about speaking to audiences about financial options. She is in the process of writing a book on marriage and money. In her free time, Kim enjoys bike riding, swimming, gardening, reading, watching movies, and spending time with her family and friends.

“Having been a business owner for more than 19 years and being from a long line of entrepreneurs, I understand how hard you have to work for your money. My goal is to help you have tools to pursue your goals and dreams so that your complex financial life doesn’t add to your stress and you can have some peace of mind.”

Kimberly Markel Herman