Kimberly Townsend
Client Relationship Advisor / Operations Manager
A New Hampshire native and graduate from the UNH Whittemore School of Business and Economics, Kimberly, or “KT” as we know her, began her career in Boston as an IT Consultant specializing in Retirement Systems. KT then traded snowy winters for sunny skies, moving to the Carolinas. Since then, KT has worn several hats — working in Real Estate Operations, Resort Conference Management, and Sales Team Support — before finding a home at Insight Folios.
In Operations, KT supports both Clients and Advisors, striving to keep things running smoothly and solving issues before they even have a chance to arise. KT is passionate about helping people along on their journey to building a secure retirement.