Education & Credentials
- Bachelor’s degree from the University of Alabama (1988)
- Juris Doctor (JD) from Jones School of Law at Faulkner University (1999)
- Certified Public Accountant (CPA) since 2004
Areas of Practice
Kimberly brings over two decades of legal expertise, focusing on:
- Business Law
- Tax Law
- Probate and Estate Planning
- Juvenile Law
Professional Overview
With a strong foundation in both finance and law, Kimberly offers a well-rounded approach to her clients’ needs. Her CPA background equips her with a deep understanding of tax implications, while her legal training enhances her strategic representation in business and family matters.
Why Kimberly Stands Out
- Dual expertise in accounting and law, a rare and powerful combination in her field
- Long-term experience with diverse client needs—from corporate matters to delicate family and juvenile cases
- A trusted advisor based in Montgomery, AL known for professional excellence and personalized client service
Kimberly Clenney is an attorney, Certified Public Accountant (CPA), and wealth manager who is passionate about helping families, business owners, and retirees navigate the complexities of wealth with clarity and confidence. With her unique combination of legal, tax, and financial expertise, she develops comprehensive strategies that not only grow and protect wealth but also preserve it for future generations.
Her practice focuses on retirement planning, investment management, tax-efficient strategies, and legacy planning. Kimberly believes wealth management is about more than numbers—it’s about truly understanding her clients’ goals and guiding them with integrity and care through life’s milestones.
Outside of her professional role, Kimberly enjoys cheering on her daughter as a member of the Auburn University Marching Band and supporting her in horse shows with the Auburn Eventing Team. She also loves traveling, discovering new experiences, and giving back through community volunteer work. Kimberly brings that same energy and dedication to her clients, helping them create financial plans that support both their present and future.