EagleStone Joins Forces with Polan & Hollis, LLC, and Benz Guardia Associates, PC--Welcome All New Clients and Team Members

Kimberly Vielhaber, CFP®

Kimberly Vielhaber, CFP®

Wealth Advisor & Client Relations Manager

Kimberly Vielhaber joined the EagleStone team in June of 2018 and serves as Wealth Advisor & Client Relations Manager. As a part of the wealth management team, Kim assists in conducting market research and gathering data for new potential investment options. She also helps in developing and analyzing customized financial plans for clients. As a compliance officer, Kim ensures that the firm follows SEC & FINRA requirements and regulations. Kim is a Certified Financial Planner™ Professional and holds both Series 7 and Series 66 securities licenses.

Kim graduated from Clemson University in 2018 with a Bachelor of Science in Financial Management, with an emphasis in Financial Planning, and a minor in Accounting. During her time at Clemson, she was a member of the Alpha Phi sorority.

Kim was raised in Olney, MD and now lives in Washington, DC. She enjoys spending time with her friends and family, traveling, and watching Clemson football (Go Tigers!).



Securities offered through DAI Securities, LLC. Member FINRA/SIPC. Advisory Services offered through EagleStone Tax & Wealth Advisors. EagleStone Tax & Wealth Advisors is not affiliated with DAI Securities. Financial planning, investment and wealth management services provided through EagleStone Wealth Advisors, Inc. Tax and accounting services provided through EagleStone Tax & Accounting Services.

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