Kimberly Lowenstein

Administrative Assistants

Kimberly has been a full-time assistant at Barons since 2018. A recent 2017 transplant from New Jersey, she was employed in the same position for three years prior with another financial advisor. Coming to Barons with prior knowledge of the in-and-outs of the finance industry made her entry into the office practically seamless. Kimberly helps take care of clients, processes paperwork, calculates/keeps track of RMDs, and works on anything else that Marianne and/or Kelly need her to do. Kimberly is an avid reader and car enthusiast. She can be found either curled up in her chair-and-a-half with a book or behind the wheel of her fun little VW GTI.