Kimberly Dewane

Kimberly DeWane, CFP®, MBA, is a Senior Financial Planner at Creative Planning since October 2022, specializing in wealth management, investment management for individuals and businesses, financial planning, and estate planning. Prior experience includes a Financial Planner role at Wipfli Financial Advisors from April 2020 to September 2022 and serving as a Senior Personal Trust Assistant at Associated Bank from June 2016 to April 2020, where customer service and compliance with legal requirements were prioritized. Kimberly also held positions in childcare and customer service earlier in her career. Kimberly holds a Bachelor of Science in Personal Finance from the University of Wisconsin-Madison and a Master’s degree in Business Administration from St. Norbert College.