Who We Are

    Meet Our Team

    Kim Hembree, CRPC®

    Owner | Financial Planner

    Kim made a decision to change careers in 2006, joining Dan Miller as an administrative assistant in late 2006 from First American Title, where she worked as an escrow officer/branch manager. Her 25 years of escrow and title experience were and are invaluable. 

    She rapidly advanced in her second career, earning her securities registrations and insurance licenses in 2007. It was in 2010 that Kim realized her goal of being an independent advisor. 

    Kim holds FINRA securities registrations through Commonwealth Financial Network®  (Commonwealth) for the practice of investment guidance and holds the California state insurance licenses for life, health, and annuities. She is an Investment Adviser Representative (IAR) with Commonwealth. She has obtained the Chartered Retirement Planning CounselorSM (CRPC®) designation, from the College for Financial Planning.

    Kim is very involved in her community in many varied ways. Having graduated from the Leadership Tuolumne County program, she is the former chairperson of the executive committee and continues as a board member. A long-time member of the Tuolumne County Women's Network, she served as president for 2015. Kim is the treasurer of the board of directors for Habitat for Humanity of Tuolumne Country. She continues as an officer and secretary on the Board of Sierra Village Mutual Water Company since 1982. She is also the secretary of the Professional Referral Organization of Sonora. Previously, she was a seven-year board member for WATCH, which supports adults with intellectual disabilities to live, work, and play as integral members of the communities of the Mother Lode region.

    Kim was born and raised in the Bay Area, and today resides in the Sierra high country, living in Sierra Village for more than 40 years. She and her husband, Rourke, are high school sweethearts and have been married for 40 years. Rourke is a small business owner and an all-around outdoorsman. In their spare time, they travel the mountains, camp, water ski, quad ride, and snowmobile. Kim loves her Sierra Nevada mountain life.

    Kelley Putnam

    Administrative Assistant

    Kelley is the newest member of our team, having joined the team in April 2019, and is Kim’s additional administrative assistant. Kelley's responsibilities include managing the office workflow, setting appointments, and bringing smiles to clients' faces. Kelley was born and raised in California, mainly in Sacramento and the Bay Area. She made the move to Tuolumne County in 1981 and lives in the Twain Harte area.

    Kelley comes to us with 32 years of banking experience, having worked in several of the local community banks here in Tuolumne County. She has many years in management, having been both a branch manager and an area manager for up to 14 locations. With many years in the financial industry and customer service, Kelley takes pride in doing what is right for the clients and providing the best experience possible. Kelley has been very involved in the community as a member of the Kiwanis Club of Sonora, past board member and graduate of Leadership Tuolumne County, YES Partnership Committee member, and ATCAR board member. 

    Kelley enjoys spending time with her son, daughter-in-law, and grandkids. She feels very fortunate that they live nearby. She also enjoys reading and spending time playing with her dog Molly, and going to the SRT plays, especially when her granddaughter joins in the fun. She loves Mickey Mouse and would like to plan that dream trip on a Disney cruise.