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Kimberly A. Masco

Client Service Assistant

(513) 474-9191 ext. 3

About

As a Client Service Assistant, Kimberly Masco helps ensure that each of our clients receives personalized service. Kim prepares and processes a wide variety of client documents, including quarterly and annual investment reports and monthly billing. She makes sure cash transfers and brokerage trading are completed in an efficient and timely manner, and she handles general correspondence with our clients.

Kim is a 20-year veteran of the administrative field, and her roles have ranged from general administrative duties to accounting and marketing. At Berno Financial Management, she thrives in knowing she is part of a team that helps clients achieve financial peace of mind. She is a Financial Paraplanner Qualified Professional™ and pursuing a degree in business administration, as she believes her studies will benefit clients even more.

Kim was born in Athens, Greece, but she and her family now make their home in Independence, Kentucky. When she’s not pursuing her full-time schedule of education and client service, this amusement park fan is planning outings with her daughters to Kings Island.

Education

  • Associate of Arts at Madisonville Community College May 2017 (Named to the Dean’s List 2014-2017)

Certifications, Designations and Licenses

  • Financial Paraplanner Qualified Professional™

Memberships and Affiliations

  • Volunteer for United Way Campaign Leadership Committee and Volunteer Coordination Team

  • Volunteer for Susan G. Komen Race for the Cure

  • Volunteer for Cincinnati Zoo’s Kids, Cultures, Critters & Crafts Festival to Support Learning Through Art Childhood Literacy