Our Team

Kimberlee Kelso McKinsey



Executive Assistant

 

Kimberlee- or Kelso – as she prefers, has been a member of Team Summit since early 2007.

 

While looking to add talent to his roster, Nathan Bennett came upon her resume and saw stints at both the Oakland A’s and the Golden Baseball League. With that background, he figured she would work well with the former college athletes, and she is now Team Manager for advisors Nathan Bennett and Cody Smith. 

 

While not managing the activities of her team in the office, she is at home in Livermore managing her other team, Team McKinsey. That roster includes her husband, Montana, their sons, Hudson and Beckett, and team mascot, Tank the French Bulldog.

 

A graduate from Arizona State University with a degree in Marketing, she enjoys trips back to the desert, visiting the Livermore wineries, coffee, brunch, sleep, concerts, the Oakland A’s, daydreaming about having her own HGTV show, family trips to Disneyland, and hosting dinner parties.

Check the background of this investment professional on FINRA BrokerCheck

 

Do NOT follow this link or you will be banned from the site!