Kimberly Kline
Retirement Plan Services Representative @The Joseph Group Capital Management
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WORK HISTORY
Retirement Plan Services Representative @The Joseph Group Capital Management
Columbus, OH, US
At The Joseph Group, our mission is to help clients live great lives one story at a time. Built on our core values of integrity, teamwork, humility, excellence and enthusiasm, we utilize a proven process with our retirement plan clients that partners with them and their employees. For the company we focus on plan effectiveness. For its employees we focus on retirement readiness.
EDUCATION
The Ohio State University
Bachelor of Arts, History
Ashland University
History Education
ABOUT KIMBERLY KLINE
With more than 15 years of professional experience I have a passion for assisting employees, at all levels of a company, meet their retirement goals. Everyone has their own set of circumstances and financial wins and losses and my hope is to assist them in feeling confident as they approach retirement age or even as they first step their toe into full time employment. Outside of my professional work, I also like to find ways to give back to the community. You can find me regularly volunteering at Sycamore Creek Church and with the Brockstrong Foundation. Clifton’s StrengthsFinder Achiever- Discipline- Relator - Maximizer- Arranger
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