Kimbrely Gruidl

Kimbrely Gruidl is the Director of Investment Services Operations bringing more than 25 years of financial services experience and a passion for delivering exceptional client and advisor support. She leads the operational team with a focus on collaboration, continuous improvement and service excellence, helping create efficient processes that enhance the overall client experience. 

A lifelong Livermore resident, Kimbrely is deeply committed to serving her community. She currently serves on the Executive Board for the Livermore Valley Chamber of Commerce, where she works alongside business and community leaders to support local businesses, foster economic growth, and strengthen the region’s business community. Kimbrely believes lasting relationships, integrity and personalized service are the foundation of both professional success and community impact.