Our People

KarenRoth

Karen Roth, CPA, CFA, MBA

Founder and Managing Partner

Email Karen

Prior to founding Apogee Wealth Advisors, Karen worked an accountant for three years, and then as a quantitative derivative analyst for Brown Brothers Harriman. She then served as a credit analyst and jointly managed portfolio loans to public utility companies for the Bank of New York. She next joined UBS Securities where she jointly managed a $2 billion loan portfolio, and then became a sell-side corporate bond analyst. Her next role was as a VP/Corporate Bond Analyst with Emigrant Savings Bank where she was responsible for high-yield and high-grade bonds, and preferred stocks. Karen then served as Senior High Yield Analyst at a high yield hedge fund, and most recently was an SVP in a wealth management firm where she honed her skills in financial and estate planning, insurance, and corporate benefits, and developed a loyal following of high net worth clients.
Learn more about Karen

Karen serves a range of clients including young families, high net-worth families, financially savvy executives, athletes, and independent women. She uses her skills and experience to help clients achieve their financial goals. Karen’s primary mission while working with clients whom have opened their lives to her, is to keep their best interest and the best interest of their families, in mind. She prides herself on doing what it takes to help her clients achieve their financial goals, and taps into her vast network to orchestrate solutions.

Karen earned her MBA in Finance from NYU’s Stern School of Business, and received her undergraduate degree in accounting from State University of New York at Binghamton. She is a Certified Public Accountant and has earned the Chartered Financial Analyst designation. She has her Life and Health Insurance license and holds her FINRA series 6, 7, 63 and 65 registrations. She is a member of the New York State Society of Security Analysts, the CFA Institute, the AICPA, and the White Plains Bar Association. She is a frequent speaker at financial seminars and women’s groups.

One of Karen’s greatest accomplishments is that she has been able to balance her very demanding career with the needs of her family and her community. She is a Board Member of the UJA Westchester Business & Professionals Division, is active with 100 Women in Hedge Funds, and is on the finance committee at her synagogue. Karen was formerly on the Board of Oak Lane Child Care Center for several years and was the Treasurer of her synagogue Sisterhood. Karen is the mother of two amazing children. Karen and her husband and children live in Chappaqua, New York.

kerri_0000_0013-_BEL7526

Kerri Kimball, CFP®

Founder and Managing Partner

Email Kerri

Kerri is a wealth advisor and CFP® professional creating customized solutions for high net worth women and their families. She has over 20 years of financial planning and advisory experience. As Founder and Managing Partner of Apogee Wealth Advisors, she functions as her clients’ trusted advisor on all matters affecting their financial planning, investments, and insurance..

Learn more about Kerri

Kerri’s clients are busy executives, attorneys, physicians, and creative professionals who are seeking a consultative approach and objective advice given in plain English. They are secure in the knowledge that no question can be asked too many times. She listens carefully to client goals, core values and concerns, and based on this input, works attentively to help them in achieving their financial objectives.

Much of Kerri’s expertise was acquired while managing the financials of Fortune 500 global advertising agencies, including serving as Vice President and Worldwide Budget Director for Lowe Worldwide in NYC, as Australia Finance Director for Burson-Marsteller Public Relations in Sydney, and as Client Finance Manager for Young & Rubicam Advertising in San Francisco. In 2004, she leveraged her planning acumen to launch her own financial coaching consultancy for creative professionals and small businesses. Kerri later affiliated her practice with Strategies for Wealth in Manhattan and went on to become a founding Associate and Vice President of Element Financial Group.

Kerri is an advocate for women. As part of her Apogee practice, Kerri provides pro bono services to women on a variety of financial matters. She has served on several committees for the Girl Scout Council of Greater NYC and on the Board of Trustees for Circle of Health International. She has contributed to the Wall Street Journal and to the Amazon bestseller Redefining Success: Real Women, Real Stories, Real Inspiration.

In addition to being a CFP® professional, Kerri is an Investment Advisory Representative and Life and Health Insurance Agent. She holds the series 7, 24, 63, and 65 securities licenses. She graduated from Brigham Young University in 1992 with a B.S. double major in Business Administration and in Finance.

Kerri is recognized among her peers for her leadership, advocacy and philanthropy, and is a frequent speaker at financial seminars and women’s groups. A native of San Francisco, Kerri has lived in New York for over a decade. She speaks French and Spanish and enjoys international travel, scuba diving, hiking, cycling, and yoga.  She lives with her husband and two sons in Irvington, NY.

 

 

Anna Zalazar headshot

Anna Zalazar

Client Service Associate

Email Anna

Anna is the Client Service Associate of Apogee Wealth Advisors, and is a member of our financial planning team. She is responsible for supporting Kerri Kimball with client-related projects in financial planning, insurance and investment services.
Learn more about Anna

Anna began her career in finance working at American Express where she was a Financial Services Representative in its Consumer Travel division. She helped drive sales by improving card member retention and increasing the client base through best-in-class service and extraordinary care for her clients. In 2008 and 2011, she was a recipient of Gold Star Performer and High Achiever awards honoring the top 1% who deliver excellent performance in sales and client service. She believes that clients always come first.

After a successful sales career with American Express, she sought deeper life experiences. In June 2011, she left New York to travel independently. A few months into her trip, she founded a blog about meaningful and independent travels catering to women. Her inspirational writing paved the way becoming a featured expert on travel planning at various websites in the US, the Philippines, Singapore and Canada. She also spent time volunteering in schools in the Philippines, Thailand and Spain.

Upon her return to the US, Anna pursued a meaningful career to leverage her unique strengths and passions including her love for helping people. She found that career in Financial Planning. As an avid learner and life enthusiast, she knows that any goal is attainable when a clear vision, proper planning and the right mindset are combined. Anna credits her strong financial acumen and creative planning to her travels.

Anna moved to the US from the Philippines in 2005 after graduating from De La Salle University with a double major in Economics and Finance. She is currently a student at New York University and is working towards her Certified Financial Planner designation. When not studying for her CFP®, she enjoys traveling to US National Parks. She is fluent in Tagalog and English.

Tina-Spellman

Tina Spellman

Senior Para Planner

Email Tina

Tina is a Senior Para Planner at Apogee Wealth Advisors. She has over 25 years of experience in the financial industry. Tina started her career at Lexington Mutual Funds where she held her Series 6 registration and was AVP of customer service. She joined Commerce Bank and subsequently eMoney Advisor as a supervisor working with advisors and clients to ensure they received the highest level of customer service. Tina continued to support the eMoney platform through her work with several independent financial advisors.
Learn more about Tina

Tina is a graduate of Roger Williams University with a degree in Marketing and a minor in Finance.She currently teaches Religious Education classes, is a member of the Mount Laurel Lacrosse program and works with Clique In, a non-profit to prevent bullying in schools. She is the mother of three wonderful children. Tina, her husband and children reside in Mount Laurel, New Jersey.

Lyndsey Melcher

Executive Assistant

Email Lyndsey

Lyndsey is the Executive Assistant for Apogee Wealth Advisors, supporting the Managing Partners with marketing, client service, and the execution of financial plans. Lyndsey works virtually from our broker-dealer, Cambridge’s, home office in Iowa. She graduated from the University of Northern Iowa with a degree in global health promotion. During her tenure at UNI, she traveled to various countries learning about different cultures and developing a passion for helping people. Lyndsey interned with the Carter Center in Ghana, West Africa, working with the local population to eradicate guinea worm disease. Upon returning to the US, she channeled her passion for helping people through the financial service industry, where she began working for Cambridge Investment Research. She currently resides in Iowa with her husband and two sons.

Tasha Hoffman

Office Assistant

Email TashaAs our Office Assistant, Tasha’s enthusiastic work ethic will make you feel at ease and confident that your financial decisions and goals will be handled in an efficient and friendly manner. She has studied Business and Marketing at Kirkwood Community College and attended Iowa State University.  While working with a knowledgeable team of specialists at Cambridge Investment Research, Inc., she is happy to provide excellent customer service while assisting with administrative tasks.

Tami Witham, CFA®, CFP® Candidate, MBA

Financial Planning Assistant

Email Tami

Tami is our Financial Planning Assistant supporting Karen Roth with client-related projects in financial planning, insurance, investment services and corporate benefits. Tami has more than 20 years experience in the investment management industry. Prior to joining Apogee Wealth Advisors, Tami was a Director of Marketing and Investor Relations and a Product Specialist with 400 Capital Management, a structured credit hedge fund in NYC.  Prior to 400 Capital, Tami was a Family Investment Officer for GenSpring Family Offices in NYC. She advised ultra-high net worth families in goals-based planning and asset allocation. Previously, she served as a fixed income client portfolio manager with Goldman Sachs Asset Management and as a fixed income account manager with Pacific Investment Management Company. Tami earned a master’s degree in business administration from the University of Chicago Booth School of Business and a bachelor’s degree with honors from the University of Rochester. She is a holder of the right to use the Chartered Financial Analystâ Designation. Tami passed the CFP® exam in March 2017 and is a candidate for the CFP® designation. Tami has held FINRA licenses 3,7, and 63. Tami, her husband, and her two sons live in Scarsdale, New York.

Check the background of investment professionals on FINRA’s BrokerCheck.