Kimber Rako

Administrative Assistant

Education & Professional Designations

Memberships & Community Involvement

About Kimber

I’m an Administrative Assistant at a financial firm with over 13 years of experience in the administrative field, including more than three years supporting financial advisors. I enjoy being the welcoming face of the office—greeting clients with a smile and helping everyone feel comfortable and valued. Each day, I coordinate client meetings, help keep the office organized, and make sure everything runs smoothly behind the scenes. I take pride in creating a warm, professional environment where clients feel genuinely welcomed and supported.

Hobbies and Personal Interests

I have my own zoo. My five cats names are Binx, Mocha, Pepper, Juanito, and Ginger. All of my cats are rescues. I also have a hunting dog & her name is Sooty. If I wrote a book, this title would be, “Whiskers, Wanderlust & Wonderful Moments”

Meet More of Our Team

ort Mitchell Kentucky Certified Financial Planner

Bill Arthur, AIF®, CRPS®

Principal

Aidan Baron

Financial Advisor

Nick Benson

Client Service Associate

Frank Bevilacqua

Frank Bevilacqua II, CPA, CFP®

President & CEO

Mary Beth Brown

Client Concierge

Steve Catalano 

Managing Partner

Yangchen Chaktra

Administrative Assistant

Kelly Galambos

Kelly Galambos

Marketing Coordinator

Diane Goldschmidt

Senior Client Service Associate

Blake Grisvard

Junior Financial Paraplanner

Garrett Heller

Junior Financial Paraplanner

Financial Planner Fort Mitchell Kentucky

Austin Hussey

Financial Advisor

Mickey Knight

Office Administrator

Danny Kurko

Account Review Specialist

Andrew Lamb, CFP® 

Financial Advisor & Partner

Jenna Loader

Operations Manager

Fort Mitchell Kentucky Certified Financial Planner

Mark Miller, CFP®, CDFA®

Principal

Jessica Osborne

Administrative Assistant

Suzanne Pierson

Senior Client Service Associate

Aubrea Ryan

Senior Client Service Associate

Bill Schiffman, CPA, PFS

Principal

Stephanie Seese

Senior Client Service Coordinator

Financial Advisor Ashburn Virginia

Ed Skelly, CLU, ChFC, RICP

Principal

Laura Steffey Moss, CFP®

Financial Advisor