Kimberlee Rooth

Client Service Associate and Registered Service Representative

Kimberlee joined ROI Financial Group in 2024, bringing with her over two decades of experience in the financial services industry. Throughout her career, she has built a reputation for her exceptional client service, attention to detail, and ability to foster lasting relationships. In her previous roles, Kim has played a vital role in assisting clients with their day-to-day financial needs, addressing concerns, and ensuring a seamless, responsive experience. Her extensive background enables her to navigate complex financial matters with ease, offering thoughtful, personalized guidance that helps clients feel informed and confident.

Kim’s expertise spans multiple facets of financial services, including client service management, administrative support for financial planning, and operational efficiency. She takes pride in streamlining processes and providing proactive solutions that enhance the overall client experience. Her dedication to service excellence makes her an invaluable asset to both the firm and the individuals she supports.

As a licensed Notary Public, Kim provides an added level of convenience and professionalism to the firm’s services, further solidifying her commitment to assisting clients with their financial and legal documentation needs.

Outside of the office, Kim enjoys traveling and indulging in her passion for wine tasting. Whether she’s exploring the renowned wineries of the Finger Lakes, discovering new destinations, or simply enjoying time with family and friends, Kim embraces each experience with enthusiasm and curiosity. She also appreciates the art of food and wine pairing, always eager to learn more about different vintages and regional specialties.