Kim Lancaster - Triumph Wealth Management, LLC

Kim Lancaster

Kim grew up on a family farm in southwest Wisconsin. After graduating from UW-Platteville with a degree in Business Administration, she moved to Madison and began her career in the financial services industry. Her current role is overseeing the entire client process, and is actively involved in providing first class service to our clients.

Kim and her husband, Tim, live in Blanchardville with their daughters, Lexi and Rylie. In her free time, Kim enjoys spending time with her family and friends, is an avid Wisconsin sports fan, and loves the game of baseball.

Kimberli Lancaster is a registered representative of and offers securities through MML Investors Services, LLC.

What is the path that brought you to be part of TWM?
After graduating from UW-Platteville with a degree in Business Administration, I began my career in the financial services industry at a firm in Madison. It was there I met Nathan Brinkman, who was an advisor. Nathan would later leave to start his own independent practice. I followed him, and many (many) years later we are still working together!

If you could travel anywhere, where would you go and why?
I would love to travel to Switzerland. Both sides of my family have Swiss roots, and my great grandmother moved to America with some of her family when she was only 17 years old. I would love to see where she was raised, and see in person just how beautiful Switzerland is.

Where can we find you when you’re not working?
You would most likely find me spending time with my husband, Tim, and our young daughters, Lexi and Rylie. We live near both of our extended families, so our weekends typically involve a lot of family time. My favorite way to spend a weekend would include a cookout, a baseball game, going for ice cream, and a movie or game night – with no laundry or cleaning to do.

 

Kim Lancaster
Kim Lancaster

Director of Operations
kim@triumphwealth.com
(608) 828-4407