Kimberly McGann

Kimberly McGann, CLF®, CPBC, serves as the Client Experience Director at Creative Financial Group, a position held since July 2011, where responsibility includes leading a team to enhance the financial futures of clients through organization, wealth intelligence, and technology solutions. Prior roles at Creative Financial Group include Practice Development Specialist, Certified Training Director, Teaming Director, and Division Business Manager & Team Coach, where Kimberly focused on integrating business technology, managing training and development, and optimizing practice management. Prior to this, Kimberly worked as an Underwriting Manager at Barrist Insurance Group, overseeing Life & LTC underwriting and sales processes, and as a Government Litigation Representative at Recordtrak, facilitating communications between legal parties.