Kimberly Benko
Operations Manager

Kimberly brings more than 35 years of experience in the financial industry, with deep expertise in financial operations and compliance. She plays a central role in supporting the team’s day‑to‑day operations and helping to ensure adherence to regulatory and procedural standards. Her disciplined, detail‑oriented approach works to create a smooth and compliant client experience.

She holds a Bachelor of Science in Business Administration – Marketing, along with the Certified Divorce Financial Analyst (CDFA®) designation and Series 7, 63, 65 and Series 9–10 securities registrations. Obtaining her CDFA® certification is a professional accomplishment she is especially proud of, reflecting her commitment to expanding her knowledge and serving clients with care and precision.

Driven, passionate, reliable, practical, and disciplined, Kimberly is motivated by continuous growth and the opportunity to advance her career alongside her team. She thrives in an environment where she can contribute meaningfully, solve problems, and help maintain the operational excellence that supports strong client relationships.

Outside the office, Kimberly enjoys travel, Pilates, and spin classes. Some of her most cherished memories come from trips taken with her daughters, where the experiences and time together have been especially meaningful. She is inspired by the Benjamin Franklin quote: “Tell me and I forget, teach me and I may remember, involve me and I learn.” This philosophy guides both her professional approach and her personal outlook.

Kimberly remains actively engaged in her community and is motivated by the opportunity to contribute, support others, and stay connected to the people and causes that matter most to her.

The use of the CDFA® designation does not permit Wells Fargo Advisors or its Financial Advisors to provide legal advice, nor is it meant to imply that the firm or its associates are acting as experts in this field. show less