Kimberly Waldman

Chief Operating Officer
Kim.Waldman@stephenswmg.com

Kim joined Stephens Wealth Management Group in 2017. She ensures excellence in all aspects of client service and business operations.  Having spent nearly 20 years in the Management Consulting field, Kim was a Vice President responsible for the development and oversight of an organizational performance business line for federal and commercial clients, as well as providing client consultation for the development and maintenance of healthy businesses. Earlier in Kim’s career, she owned her own small business and also served as COO for a Tier II automotive supplier.

Kimberly Waldman Chief Operating Officer

Kim's Money Story

“I grew up in a middle-class family where my dad, a teacher, worked at least two jobs all year round. My mom also returned to work full-time when I entered third grade. I knew from a very young age that my parent’s hard work was to ensure a proper education for both my sister and I – Go Blue! – and that saving was an important part of what responsible adults do. Fast forward a few decades and I’ve adopted their philosophy as my own. In addition to saving for my boys’ education and my own retirement, I’ve become increasingly focused on finding saving opportunities wherever I can. HINT: It isn’t a good trip to the grocery store unless I can save at least 25%. Sharing tips to help people save money is a passion, along with translating the knowledge of our advisors and client service team into easy to understand and retainable information in our monthly newsletter.

Kimberly Waldman

Service & Leadership

Kim serves as Board Chair for the Carl’s Family Y Board of Advisors.  She joined the Board in 2018 after having been a member of the Y for more than a decade. In 2023, Kim combined her love for pickleball with her desire to support the local Huron Valley community through the Y. This resulted in the Pickleball Y’All tournament that she now runs annually.

Education

Bachelor of Science, University of Michigan, Ann Arbor
Master of Science in Organizational Development, Pepperdine University
Organization Development and Change Management Certificate, Georgetown University

Awards & Recognition

“Client Centered Reviews” – Presentation at Raymond James Women’s Symposium

Outside of the Office

Kim can be found traveling, enjoying time at her boys' extra-curricular events (soccer and rowing), or playing with her Bernedoodles, Cooper and Theodore. She resides in Milford, grew up in the Plymouth-Canton area, and also spent several years living and working in the Washington, DC area.

Investment advisory services offered through Stephens Consulting, LLC, a SEC registered investment adviser, doing business as Stephens Wealth Management Group (SWMG).

*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Stephens Wealth Management Group is engaged, or continues to be engaged, to provide investment advisory services.

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