“Compound interest is the eighth wonder of the world. He who understands it, earns it….he who doesn’t…pays it”
Specialty
Raised in a firehouse family, Kim spent her early years immersed in the rhythms of fire service life. Kim understands the intricacies of shift work, early retirements, pension complexities and the emotional toll of the job. Whether you’re just starting out, raising a family, or already enjoying retirement, Kim uses her skills as a life coach and experience as a financial planner to tailor financial strategies to fit your lifestyle, your goals and your service.
Education and Experience
Kim is a Certified Financial Planner, CFP®, and graduated with honors from the University of Southern Mississippi with a degree in Psychology and later received training in the field of life coaching. The journey to financial services started as a personal decision and ultimately led Kim to choose this profession because she’s always enjoyed helping people. Kim is always excited to break down complex financial topics into everyday language and there’s nothing more rewarding than seeing someone feel empowered after understanding something that once felt like a chore.
Kim is a Financial Advisor through LPL Financial. She holds the Series 7 and Series 66 licenses.
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States Covered
Northern CA, AK, HI, IA, ID, MN, ND, NE, MT, OR, SD, WA, WI, WY