Kimberly Zwick, CPA/PFS

Full Circle Financial was founded in 2002 by Kim Zwick, a CPA and financial planner whose passion for helping others shaped the heart and soul of our firm. Kim believed in living fully and giving generously—values that continue to guide us every day.

Kim passed away peacefully in 2024, surrounded by loved ones. She was not only a devoted wife, mother, and friend, but also a lifelong learner, athlete, and adventurer. Her motto, “Go-See-Do,” reflected the vibrant life she led. Kim’s legacy lives on through the relationships she built, the lives she touched, and the enduring spirit of Full Circle Financial. Her son, Ty Zwick, now leads the firm with the same integrity, warmth, and commitment that Kim instilled from the beginning.

We honor Kim’s memory with gratitude, and we remain dedicated to continuing the work she began—helping others live their best financial lives.