WENATCHEE — Peoples Bank has announced that Kimberly Dunbar has joined Peoples Investments as a financial advisor serving the Wenatchee Valley.
Dunbar brings more than seven years of experience in investment management, specializing in wealth management, retirement, and estate planning. She focuses on helping women and couples make informed decisions about their financial futures.
“I am proud to be part of a program that truly serves the community,” Dunbar said. “It’s an honor to be entrusted with my clients’ hard-earned money and to design strategies that help them aim to achieve their dreams. I strive to make the complex simple and provide strong financial education tailored to each client’s unique needs.”
A graduate of the University of Washington with a degree in business administration, Dunbar holds Series 7 and Series 66 certifications through LPL Financial.
She is active in the community, having served as president of the Lake Chelan Rotary Club, as a member of the Lake Chelan Lions Club, and as a volunteer Book Buddy in local schools. She also works with Chelan and Manson schools to provide financial education and internships for students.
“We are thrilled to welcome Kimberly to the Peoples Investments family,” said Seth Anderson, vice president and investments manager. “Her dedication to client service and her strong ties to the community make her a perfect fit for our team.”
Peoples Bank, headquartered in Bellingham, has $2.4 billion in assets and operates 23 locations throughout Washington. The bank has served communities for 100 years and has a five-star rating from BauerFinancial.
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