Today, on our cover page, is Kimberly C. Good (ChFC®, CFP®, CIMA®), the President and Chief Investment Officer of KCG Investment Advisory Services.
As Linda Wooten said, “Being a mother is learning about strengths you didn’t know you had and dealing with fears you didn’t know existed.” This quote is the most fitting for Kimberly’s professional life. Motherhood has been one of the solid motivators of her flourishing career.
Her journey into wealth management began with a simple need for balance. As a young wife and mother, she wanted a career that offered both financial security and the flexibility to be there for her children. After working as a waitress during college and then teaching for a while, she realized neither role gave her the stability or growth she was looking for.
Her strength in math eventually led her to take an independent contractor role with MassMutual. But she soon discovered that selling insurance wasn’t her passion. She wanted to guide people, not sell products. So, she registered as a fee-based financial planner with the State of Ohio, allowing her to give honest, independent advice.
A few years later, life took another turn. During a Chamber of Commerce golf tournament, she met the private-office manager of a regional bank who was looking to launch a financial planning department. It felt like the right move, especially since she was going through a divorce and needed a steady paycheck to support her two boys. The years that followed brought promotions and pay raises, but constant mergers made her realise that true security meant having control over her own work.
That realisation led her to a small, independent investment firm in Ann Arbor, Michigan. There, she honed her skills in portfolio management, built lasting client relationships, and found a real passion for designing investment strategies tailored to each person’s goals.
By the time her second husband launched his consulting business, Kimberly knew it was time to take her own leap. She opened her own firm, KCG Investment Advisory Services, in Savannah, Georgia.
When she looks back today, she sees not just a career. But an era marked by persistence and purpose. What made it more intriguing was a steady desire to help others find confidence in their financial future.
A Practice Built Around People
What she really wanted was independence and clarity. A space where clients were the real priority and she could put her skills to work, hands-on. By wearing both the advisor and portfolio manager hats, she could keep things accountable, personal, and fiduciary. She believed every decision should truly serve the people she worked with.
Unique Means to Run the Show
Kimberly runs her wealth management practice with one guiding principle: fiduciary duty. As she personally handles a dual role, her clients get direct guidance every step of the way. Thanks to this integrated technique. She has the flexibility to act instantly, remain fully responsible, and deliver truly personalized strategies.
She carefully balances risk, return, and income while keeping a close eye on the market, the economy, and world events.
In the end, her focus is simple yet powerful. It is to help clients make the most of their financial opportunities while keeping their time, family, and values front and center.
How Advanced Credentials Shape Her Approach
Each of Kimberly’s advanced certifications has significantly deepened her expertise and perspective. In fact, very few advisors hold all three of her main designations. Taken together, these credentials show that she is truly willing to put in the hard work and time necessary to deliver on her commitment. Essentially, they signify that she is dedicated to providing the highest standards of fiduciary advice at every stage of a client’s wealth journey.
Specifically, the CIMA® (Certified Investment Management Analyst) designation, which she earned through Wharton, focused heavily on complex investment consulting and portfolio construction. Then, the CPWA® (Certified Private Wealth Advisor) certification through Chicago Booth helped to expand her ability to serve clients with particularly complex wealth situations. As for the foundational knowledge, the CFP® (CERTIFIED FINANCIAL PLANNER®) credentials reflect her knowledge of financial planning, including cash flow, retirement, insurance, estate planning, taxes, and investments.
Her specialty is definitely building and managing the right-fit investment portfolio for each client. For instance, she often uses strategies like blending laddered bonds with stock composites after selecting securities through her firm’s solid screening process. Laddered bonds are very useful because they help conserve the original principal while making sure interest payments align with a client’s cash flow needs. This small detail allows the client to leave their stock portfolio alone, even during volatile market periods.
Ultimately, her whole process is designed to consistently overweight opportunities and underweight risk. She is always actively managing to protect her clients. A good example of this was when the “Magnificent Seven” tech stocks created an excessive concentration in the S&P 500 due to AI and cloud infrastructure hype. When more than 30% of the index’s total value became concentrated in just those seven stocks, she replaced that index exposure with the Dow Jones Industrial Average Index, which she felt would give clients greater stability.
Seeing Wealth as Possibility
We ask Kimberly about her concept of “possibilities-based planning,” something she talks about often. Like, what exactly does she mean by that?
She says many people assume that once they’ve “accumulated enough,” they don’t need a plan. Thereby, she actually encourages them to see wealth as an empowering tool. It’s more than just retirement. It’s also for supporting clients’ big life goals, family, and even a lasting legacy.
Basically, possibilities-based planning is about focusing on opportunities instead of limits. It is a wise shift from what you can’t do to all the great things you can do. For families, it may mean organizing wealth to help multiple generations while teaching values of responsibility and stewardship. For individuals, it may mean creating a meaningful legacy through philanthropy.
And that’s really where Kimberly steps in. She guides these conversations, aligns goals, and helps clients use their resources to live with purpose.
Considering her change-making mindset, it’s no surprise that Kimberly is one of “The 10 Most Empowering Women Leaders Transforming Businesses, 2025.” If we had to pick one word for her, it would be ‘trailblazing.’ And we completely stand by that.
Facing Challenges and Finding Support
The financial veteran recalls that one of the hardest things she faced early on was trying to grow her career while raising her sons, especially during and after her divorce. It was simply a time in her life when she felt her time, energy, and emotions were spread very thin. Kimberly really needed both financial stability and flexibility to make it work, and that forced her to get creative and rely on others for support.
It was in this struggle that she truly understood the power of collaboration, a sentiment reflected in a favored quote by Mother Teresa: “I can do things you cannot, you can do things I cannot; together we can do great things.” Eventually, she learned the incredible power of interdependence to sustain any odds.
That whole experience taught her a key lesson. What’s that? Difficult times shouldn’t be seen as roadblocks. Instead, they are invitations to grow, both in faith and in perspective. Now, she actually welcomes challenges as opportunities.
She feels lucky for all the support she has received and often reminds herself that she has always had enough to get by. For Kimberly, life is about gratitude. She focuses on abundance, not scarcity. Even the smallest blessing can do wonders. After all, you just never know what might come from them!
Relationships That Last Based on Trust
TRUST is her hallmark. Kimberly personally oversees portfolios and is a fiduciary. Her role is full of weighty responsibility. Therefore, she wants clients to know their needs come first, without a doubt. However, building that trust takes time, of course. And sometimes those connections even go on for generations. They evolve from simple business dealings to something much more personal. She considers it a real privilege to advise families during life transitions, helping them use their wealth purposefully and clearly. “My long-term vision is rooted in legacy,” Kimberly remarks, “ensuring that both growth and income are sustainable, and values are honored.”
Empowerment in Action, Every Step of the Way
How does she empower people? By being clear, working together, and having confidence. For her clients, this means showing them all the possibilities and giving them the right tools to go after them. She’s noticed that for a lot of retired clients, their most precious thing is actually time. Since she focuses on managing their money, they are totally free to spend their time doing things they enjoy, whether that’s with family, traveling, or maybe playing golf.
For Kimberly’s team and colleagues, it’s about building a workplace where they feel trusted, appreciated, and completely encouraged to share their best ideas.
Preparing KCG for The Market Shifts
Kimberly observes that the industry is seeing a lot of consolidation. A rapid-fire situation where huge companies are acquiring firms to grow fast. As expected, this process sometimes prioritizes scale over a personal touch. So, she made a conscious choice. She built her practice on intimacy, not immensity. KCG has been kept independent. The reason is simple and powerful. For her, client care is something she won’t compromise on just to gain scale. She’s currently focused on bringing in new, younger advisors and letting them keep their own identity while working under the KCG umbrella. Abiding by Stephen R. Covey’s wise words, “Synergy is what happens when one plus one equals ten or a hundred or even a thousand,” everything is amplified and accelerated.
It’s more of a team effort, not just making everyone fall in line.
Another transformative force changing everything is AI. This tech is totally shaking up financial services by helping with data, doing routine work automatically, and giving super-personalized advice. The best part is that these AI tools help advisors be more accurate and efficient. But here’s the thing Kimberly points out. No matter how advanced it is, technology cannot replicate trust, empathy, and human perception. These are the essential elements of a successful advisor-client relationship.
That’s where KCG is standing apart. Yes, they use the new tech, but the human connection always stays their priority. Clients actually want guidance and a partner, not just a spreadsheet. She believes the best way to prepare is to use smart tools, while also not overlooking the personal relationships that lead to success.
What’s in Store?
Loving what you do is the best thing that has ever happened to any professional. Kimberly is one of those rare people. She feels her work keeps getting more and more fun all the time. Not just that, over the next five to 10 years, this sagacious businesswoman’s dual goals are to mentor the next group of advisors and ensure things run smoothly for clients into the future. And Kimberly keeps focusing on what she really loves: building and managing portfolios. Ultimately, she is creating a space where both clients and advisors can genuinely thrive.
A Legacy, Carried Forward
We asked Kimberly about the legacy she wants to leave. She sums it up with three words: synergy, independent advice, and integrity. She wants her clients to always know that their wealth will be managed with both care and vision. Also, she hopes future KCG advisors will feel truly empowered to grow while still staying true to their personal values. Most importantly, she wants to leave behind strong relationships and a solid foundation for both the families and the professionals who will continue this work.
She smiles softly when she thinks of Maya Angelou’s quote: “I’ve learned that making a living is not the same as making a life.” To her, this quote also brings a sense of warmth, but more so, humility. Success means very little to her if it is not shared with purpose and heart.
