Kimbri Davis

Kimbri joined Asset Management Group in August of 2023 as an Administrative Assistant to Matt Donner. She has worked in the customer service industry for 20 years, having worked at Feather Falls Casino in the Human Resources department, Morgan Stanley as a Client Services Associate, and Slater & Son as the Contract Administrator.

Some of her responsibilities include:

• Scheduling of client meetings and appointments
• Maintaining and updating client information and data files
• Communicating with clients, and following through on their requests and needs
• Client account opening, transfers, deposits, distributions, and reports
• Communicating with client’s: Attorneys, CPAs, Third Party Administrators and Mutual Fund Companies

Kimbri thoroughly enjoys working closely with clients, getting to know them on a personal level, and ensuring they always have a great customer service experience. In her free time, she enjoys watching baseball, cooking and spending time with her husband Peter, sons Rok and Tye, family, and friends.