People make all the difference

The varied expertise of our team goes far beyond investment management to encompass retirement planning, tax and estate planning, risk management, philanthropic planning, education planning, and the full spectrum of financial counseling services. The teams coming together to support our clients include specialists with designations and degrees ranging from CFP®, CFA® and CPA to MBA, JD, LLM and PhD.

But, you’ll benefit from more than our technical know-how. From every team member you work with, you’ll sense a willingness to collaborate and to understand and appreciate your views and preferences…along with a selfless dedication to helping you attain your goals.

"Goals require planning to be reached, otherwise it remains a wish."

Kimberly Dobrowolski

Office Administrator

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As the Office Administrator, Kim draws on her excellent organizational and inter-personal skills to support the day-to-day agenda for Susan Miller and Fred Baird. She also assists a team of wealth advisors with the tax return preparation process and general office support functions.

Kim served as the Executive Assistant  with Aurora Financial Advisors prior to merging with The Colony Group in early 2019. Previously, she worked for Sullivan, Shuman & Freedberg, LLC who merged with KLR in 2009, where she provided general office support including assisting with the tax return preparation process.

Kim enjoys spending time with her children, traveling back to her hometown in Detroit, MI to visit family and friends and staying active, including playing on a coed softball league.