Kimberly Garcete

Director of Client Experience & Operations @Maxguard Wealth

As the strategic right hand to the president of a boutique wealth management firm, I oversee the operational core of the business — driving client experience, managing end-to-end processes, and coordinating events and marketing with precision. I handle everything from onboarding prospects and managing complex paperwork to planning educational seminars and maintaining relationships with vendors and partners. My role blends operational leadership with client-facing care, ensuring every interaction — from first touch to long-term service — is seamless, compliant, and thoughtfully delivered. I thrive in the fast-paced, high-trust world of financial services and bring a detail-oriented, people-first mindset to everything I do.