Kimberly brings over 20 years of administrative and customer service experience, including cybersecurity and technical support to our Client Service Team.  She jumps in to assist on a variety of client service tasks, such as processing paperwork, maintaining trackers, running reports, helping clients access the portal and initiating follow-up.

Fast Facts

  • Worked over 20 years in senior level customer & technical support for a cybersecurity technology firm, WatchGuard Technologies. Her passion for high-level client service and for doing whatever it takes to serve clients, Kimberly appreciates the life-balance and time to volunteer this job provides.  

  • Earned an Information Technology and Administration Management degree from Central Washington University while working full-time, graduating Magna Cum Laude in 2014. 

  • Developed, designed, and implemented CRM system, managed budgets and directed departmental projects for WatchGuard, including as a Director of Customer Support and Technical Manager across teams to ensure case management, customer satisfaction, and handling customer escalations. 

  • Managed all aspects of organizational finance as a Finance Manager for Cintech Corporation. 

  • Provides ongoing volunteer work as a Training Director, Registrar, and a member of the Technical Response Team for Washington State Animal Response Team ( 

If I actively listen, they'll talk.

If they talk, I'll learn.

If I learn, I'll grow. 

Fun Facts

  • Loves water, sun, and snow, and truly enjoys living in the Pacific Northwest and all the outdoor activities available in this region. 


  • Enjoys friends and family (also an animal lover of all kinds), including sharing a home with her mother and a cat named Pica and spending time with her grown son, Evan, who lives in Kirkland, WA

  • Loves to travel and has visited more unique places in Europe than in the US. Her favorite place to rest and relax is the Caribbean where the surf and sun can warm the soul. 

Kimberly Taylor

Client Service Specialist



© 2020 Financial Freedom for Dentists, LLC

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Financial Freedom for Dentists LLC and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Advisory services are offered by Financial Freedom for Dentists LLC, a Registered Investment Advisor in the State of Washington and Idaho. Financial Freedom for Dentists LLC is not affiliated with or endorsed by the Social Security Administration or any government agency, and are not engaged in the practice of law. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Washington or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Images and photographs are included for the sole purpose of visually enhancing the website. They should not be construed as an endorsement or testimonial from any of the persons in the photograph. The inclusion of any link is not an endorsement of any products or services by Financial Freedom for Dentists LLC. All links have been provided only as a convenience. These include links to web sites operated by other government agencies, nonprofit organizations and private businesses. When you use one of these links, you are no longer on this site and this Privacy Notice will not apply. When you link to another web site, you are subject to the privacy policy of that new site.  When you follow a link to one of these sites neither Financial Freedom for Dentists LLC, nor any agency, officer, or employee of the Financial Freedom for Dentists LLC warrants the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these systems, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Portions of such information may be incorrect or not current. Any person or entity that relies on any information obtained from these systems does so at her or his own risk.

Financial Freedom for Dentists LLC is a registered investment adviser in the State of Washington, Oregon & Idaho. The Adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.