Kimberly Stacy has a gift for making the complicated feel simple - and she has built her approach to wealth management around exactly that.

Kimberly began her career at PricewaterhouseCoopers, where she provided tax compliance and consulting services to business owners and hedge fund managers. From there she joined Gresham Partners in Chicago as a Client Service Associate, working with ultra-high net worth clients and their families. Those two experiences - one deeply technical, one deeply relational - shaped the advisor she is today: someone who understands the complexity behind financial decisions and has the ability to translate that complexity into clear, straightforward conversations that clients actually walk away understanding.

At Nadler Financial Group, Kimberly works with clients on comprehensive financial planning and investment management and specializes in estate and charitable planning. She has a particular affinity for working with individuals who are stepping into financial decision-making for the first time – often following the loss of a partner or a divorce – who benefit from the education and guidance she provides. She also works with many couples on exploring estate and financial planning strategies that help meet their goals in the most tax-efficient way possible. 

Beyond her client work, Kimberly plays an important role in the internal life of the firm. She serves on the Financial Planning Committee, the Marketing Team, the Sales Team, and the Workflow Design Team - and she leads the Team Member Experience Team, which means she is the person responsible for making NFG a place people love to work.

Kimberly holds a Bachelor’s degree in Accounting, Finance, and Entrepreneurship & Corporate Innovation from the Kelley School of Business at Indiana University and is a Certified Public Accountant (CPA). She also holds Series 7 and Series 65 licenses.

Outside of work, Kimberly loves traveling and trying new restaurants with family and friends and spending time with her husband Holden and their golden retriever Oakley at home or on the water. She is a board game enthusiast, an amateur baker, a passionate organizer, and plays both piano and tuba - a combination that tells you something about her range.