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Kimberlie Buchanan | Client Relationship Director

Kimberlie Buchanan Headshot

As Client Relationship Director, Kimberlie leads client and advisor engagement for The Otto Group. A Certified Public Accountant and professional advisor for nearly 30 years, Kimberlie oversees business development and community activities through partnerships with centers of influence, philanthropic organizations, and clients to develop mutually beneficial relationships.

A key member of The Otto Group’s leadership team, Kimberlie collaborates with our advisors to build meaningful and lasting client relationships through the delivery of boutique, personalized wealth management services and solutions. Her experience in counseling sophisticated, affluent clients aligns with The Otto Group’s mission of helping individuals, families, and business organizations achieve financial wellness.

Prior to The Otto Group, Kimberlie served as business development director for a Top 25 CPA consulting firm. Her previous experience also includes working as a CPA at both Big 4 and regional accounting firms, various financial and controller roles within both private and publicly traded companies, as well as business development roles.

A Detroit native, Kimberlie moved to Sarasota in 2014. She is an active member of and taken on leadership roles in the following philanthropic, business, and community focused organizations:

  • Treasurer: Empath/Stratum/Tidewell Hospice Board;

  • Prior Board Chair: Big Brothers Big Sisters of the Suncoast-Sarasota County;

  • Member, Grants Committee: Sisterhood For Good;

  • Board Chair, GrowFL Business Growth Program: Economic Development Corporation of Sarasota County;

  • Member, Lakewood Ranch Business Alliance; and

  • Member, Gulf Coast CEO Forum

Kimberlie earned a Bachelor of Business Administration from Central Michigan University and is a licensed Certified Public Accountant in the states of Florida and Michigan.

In her free time, she enjoys traveling with her husband Darryl in their motorcoach, golfing, biking, swimming, skiing, hiking, and spending time with friends and family.

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