Kimberly Thomas, MSM

Kim graduated from Saint Joseph’s University in 2008 with a Bachelor of Science in Management. Immediately after college, she began working for New York Life, where she educated new clientele on the products and services that would best fit their financial portfolios. After a brief time away from the financial services industry, Kim returned in 2015 to The American College of Financial Services at the capacity of Program Management Support. During her time there, she quickly ascended into a management role all the while completing her Chartered Leadership Fellow (CLF) designation in 2017 and her Master of Science in Management (MSM) degree in 2018.

In March 2021, Kim began working with SEI Private Trust Company on their Preferred Service team. She was rapidly promoted into the Preferred Enhanced Liaison Plus role, and this is where she first met Creative Wealth Management. In March of 2023, Kim decided to join our team to lead the development and expansion of CWM’s Investment Management division of the company.

Kim is very active in the running community in her spare time and is frequently either training for a race, completing a challenge, or both! Outside of running, she is passionate about giving back to various causes. Kim is a frequent platelet donor with the American Red Cross, and participated in the Big Brothers Big Sister program for over 6 years until her Little left for college. She also volunteers her time and finances to local charities such as Cradles to Crayons, Wreaths Across America, Relay for Life, American Cancer Society, and Habitat for Humanity.