Kimberly brings a diverse financial background with more than 20 years of banking and financial services experience to Davidson Capital. After starting her career in the mid 90's with one of the largest retail banking institutions, it didn't take long for Kimberly to find her niche within the wealth management arena. Kimberly enjoys working with clients to ensure they achieve their financial goals and are actively living the life they imagined. She has a breadth of experience and knowledge in investor relations, operations and on-boarding. Kimberly managed a boutique wealth management practice in Sarasota, Florida before relocating to the Lake Norman area with her family in early 2017. Kimberly is an avid tennis player and when she's not on the court, she enjoys reading, hiking and spending time at her mountain home with her husband, two children and daughter-in-law.
Stan Dyl, CPA
With more than 30 years of experience guiding clients through complex financial planning situations, Stan has seen the value of developing comprehensive plans that help clients achieve their life goals. He began his career as a senior tax consultant with PricewaterhouseCoopers where he developed tax planning strategies for individuals, partnerships, and corporations. With a diverse background in financial, tax, and investment planning, Stan founded Davidson Capital in 1996 to provide comprehensive wealth management services to individuals, families, trusts, and corporations. Having witnessed the drawbacks of sales oriented financial service models, Stan envisioned an independent firm without conflicts of interests, where the client would always come first. He is a Certified Public Accountant and has been named a Five Star Wealth Manager by Charlotte Magazine. Stan serves as the Treasurer for the Charlotte Economics Club and is involved with Our Town's Habitat for Humanity. Outside of work Stan enjoys reading, kayaking and biking at the Carolina coast, traveling, and skiing with his wife and two daughters.
Taylor assists with retirement planning, client service and other facets of the financial planning process. Taylor graduated from the University of Georgia where she received a bachelor’s degree in Financial Planning. She is currently working toward attaining a Certified Financial PlannerTM certification. Outside of work, Taylor enjoys reading, hiking, trying out new restaurants and live music.