Team profile

Getting to Know You

Your First Meeting - Your Story, Your Dreams Your first meeting is complimentary and will focus on your current situation and your life goals and dreams. During the conversation, you’ll learn about the ArkWise WealthTMC3Navigator financial planning process to help you gain clarity, confidence, and contentment in your financial affairs. We'll discuss our valuation-driven investment approach, the costs associated with working together, and next steps.

To request a complimentary meeting, please email For more about our team and process, please check out our brochure.

Areas of focus

  • Estate Planning Strategies
  • Charitable Giving
  • Intergenerational Planning
  • Investment Management
  • Women's Financial Strategies
  • Tax Planning Strategies

Awards & recognition

  • Kimberlee A Barrett-Johnson, Forbes Best-in-State Women Wealth Advisors, 2022
  • Kimberlee A Barrett-Johnson, Forbes Top Women Wealth Advisors, 2020
  • Kimberlee A Barrett-Johnson, Forbes Best-in-State Wealth Advisors, 2018,2019,2021
  • Kimberlee A Barrett-Johnson, Working Mother Top Wealth Advisor Moms, 2018-2021
  • Kimberlee A Barrett-Johnson, Ameriprise Circle of Success, 2001-2018

Community participation

Serving with clients at the United Way Day of Caring
Serving with clients at the United Way Day of Caring

The ArkWise Wealth team volunteers quarterly at the Blue Ridge Area Food Bank and annually at the United Way Day of Caring.

Kimberlee Barrett-Johnson has served on many non-profit boards, including:
  • Charlottesville Area Planned Giving Council, Founding President and current Secretary
  • Central Virginia Estate Planning Council, former President, current member
  • Leadership Charlottesville Alumni Association, member and former board member

Shelly Pellish and Andrew St. Jean serve together on the UVA Club of Charlottesville. Kimberlee Barrett-Johnson and Shelly Pellish are donor members of Women United in Philanthropy.