Kymberli Thomas

Sr. Client Service Associate

Kymberli joined HCR with over 5 years of experience in the financial services industry and 10 years of experience in client services. Throughout her career, Kymberli has worked on the retail side of banking and investment management and she specializes in implementing strategies to further improve upon the client experience. Kymberli excels in maintaining client relationships and resolving client inquiries with accuracy and care. She is soon to be working on her CFP certification.

"If you look at what you have in life, you'll always have more. If you look at what you don't have in life, you'll never have enough." -Oprah Winfrey

Important Career Moment

Connecting with clients on an empathetic and professional level.

Awards & Causes

Breast Cancer Association, Planned Parenthood, NAACP, Canyon Booster Club

Arts & Entertainment

Books: The Lord of the Flies (by William Goldring), The Spook Who Sat by The Door (By Sam Greenlee), The Art of War (by Sun Tzu)
Movie: The Other Boleyn Girl (Directed by Justin Chadwick), Avatar (Directed by James Cameron)
TV: Law and Order, Ozark, Game of Thrones, Mandalorian

Life Moments

I am adventurous and love hiking in new places around California, my favorite is Rose Valley Falls. I also enjoy learning more about sharks and oceanography.

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