Kimberly Arms has 20+ years of wealth management and financial services experience. On the recommendation of her friend and former colleague, Patrick Talcott, she joined Community Financial Services Group in 2021. Kimberly now proudly works as the Chief Operating Officer and Executive Vice President here at CFSG.
Kimberly works closely with the IT, operations, and administrative teams. She is responsible for fiduciary income tax processing and vendor management. In addition, she sits on the Strategic Planning Committee, the Trust Administration Committee, and the Asset Management Strategy Committee.
Kimberly holds her Certified Trust and Fiduciary Advisor (CTFA) designation. She also got her Professional Certificate in Leadership and Management from the University of Vermont. She has a bachelor’s degree from the University of Vermont where she graduated as a member of Phi Beta Kappa.
Kimberly currently resides in Fairfax with her husband and daughter. As equestrians and animal lovers, you will often find her and her daughter at the riding stable. In addition, she enjoys traveling, cooking, and learning new things.