Kimberly Stacy, CPA

Kimberly joined Nadler Financial Group in June 2024. Prior to Nadler she was a Client Service Associate at Gresham Partners in Chicago providing wealth management services to ultra-high net worth clients and their families. She is a licensed Certified Public Accountant (CPA) and began her career at PricewaterhouseCoopers providing tax compliance and consulting services to private equity and hedge fund managers. Kimberly received her bachelor’s degree from Indiana University in Accounting, Finance, Entrepreneurship & Corporate Innovation. She is a piano and tuba player, amateur baker, Disney enthusiast, passionate organizer, and loves traveling and trying new restaurants with her family and friends.