SARASOTA, FL (August 2, 2022) – Forza Wealth Management, an SEC-registered investment advisor, is pleased to welcome Kimberly Evener as its new Director of Client Services. In this role, Evener will be responsible for all aspects of client services – including strategic direction, coordination, and operations – to further the company’s goal of continuously enhancing the client experience at Forza.
“We are thrilled to welcome Kimberly to ‘Team Forza,’” said Michael DeMassa, CFA, CFP, founder of Forza Wealth Management. “She brings a wealth of knowledge and experience to both Forza and our clients, and is quickly becoming an invaluable member of our organization.”
“Kimberly will serve in an integral role in executing Forza’s long-term strategy,” added Timothy Videnka, CFA, CFP, CIO of Forza. “She has distinguished herself over the course of her career for her work ethic and attention to detail, which truly makes a difference with clients.”
Prior to joining Forza, Evener worked for six years at Caldwell Trust Company, most recently as an Assistant Vice President and Trust Officer. Before that, she spent 12 years at Northern Trust Company, advancing to the roles of Officer and Account Manager.
DeMassa and Videnka have decades of experience at major brokerage firms and trust companies, founding Forza in order to provide independent, objective advice to their clients. In 2021, both were recognized as Five Star Wealth Managers. Learn more at forzawealth.com.
About Forza Wealth Management
Forza, founded in 2015 and located in enclave of Snug Harbor, is an independent, SEC registered, fee-only advisor, focusing on clients with over $1 million in investable assets. Forza works together with the client’s attorney, CPA and other professionals for an integrated wealth management approach. Call 941-203-3748 or visit forzawealth.com.