Meet Our Team

We built this firm on the belief that financial clarity for you and your family is paramount — our goal is to help you build and preserve your wealth to prepare for life’s most significant moments.

Kerri Kimball, CFP®, Chartered SRI Counselor™, financial advisor for women - financial planning.

Kerri Kimball, CFP®, CSRIC®

Founder

✉️ kkimball@apogeewa.com

Kerri is an independent wealth advisor, CERTIFIED FINANCIAL PLANNER®, and Chartered SRI Counselor™, with experience in financial planning and advisory. As founder of ApogeeWA, she serves as her clients’ trusted advisor across financial planning and investments.

Kerri’s clients are goal-driven and seek to align their spending and investing with their values — living a healthy lifestyle, taking care of the planet, growing their assets responsibly, and treating people with respect. They partner with her to help build and preserve their wealth to prepare for life’s significant moments.

Kerri writes the firm’s Market Update & Outlook newsletter and hosts regular seminars on impact investing, wellness, and other client-centered topics. She has also contributed to a number of publications, including the Wall Street Journal, Bloomberg Businessweek, Financial Planning Magazine, and CNN Money, and co-authored the Amazon bestseller Redefining Success: Real Women, Real Stories, Real Inspiration.

She earned a B.S. double major in business administration and finance from Brigham Young University.

After living in New York for 24 years, Kerri recently moved back to her native San Francisco area with her two sons. Together they enjoy hiking, bike-riding, swimming, and playing fetch with their mini bernedoodle Billy.

Don Kimball

Technology Consultant

✉️ dkimball@apogeewa.com

Don is our director of technology. He graduated from Brigham Young University in Provo, Utah, and earned his Project Management Professional (PMP) and Certified ScrumMaster (CSM) certifications.

As an IT professional, Don has held multiple managerial and skilled worker roles across the technology landscape, including software development, data architecture, networking, and systems administration. He’s passionate about making technology work for people — designing and automating processes that free up time previously lost to manual, repetitive tasks.

A native of the San Francisco area, Don has lived in Provo, Utah, for over two decades, where he enjoys picnicking in local parks and reading with his wife.

Erica Webb

Operations Manager

✉️ erica@apogeewa.com

Erica is an entrepreneur and business consultant with experience in operations and marketing strategy. She holds a bachelor’s degree in Business Marketing Management and a master’s in Management & Leadership, both from Western Governors University, and was inducted into the National Society of Leadership and Success (NSLS) while attending.

With a background spanning HR, operations, content strategy, and podcast production, Erica helps small business owners run smoother, more organized operations — working fractionally across several businesses at once with the same discipline a full-time operations lead would bring.

Erica lives in Livonia, Michigan, with her husband, kids, and a small menagerie of pets. A lifelong Harry Potter fan still waiting on her Hogwarts letter, she’s happy to help wrangle your business in the meantime.

Apogee Wealth Advisors

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