Kimberly Venable

Kimberly works at Holistiplan, the future of tax planning for financial advisors. She has experience working with family offices, RIA’s, private banks, private equity and venture capital firms in business development, operations, impact investing, corporate social responsibility, and revenue strategy.  In addition to serving on the Impact Advisory Board at Aaron Wealth Advisors, she serves on the Investment & Finance Committee for the Board of the Girl Scouts of Utah, the Executive Committee for Womenpreneurs, the Senior Practitioner Advisory Group for 100 Women in Finance Salt Lake City, and on the School Community Council for the Utah Community Land Trust. Kimberly has a Bachelor of Science in Business Administration and Finance from North Carolina State University and a Master of Science in Business Analytics from the University of Utah.