Why Kim?

My goal is to help you plan for financial confidence afforded by knowing I am by your side every step of the way. Whether your goals involve managing and lowering risk through insurance, building wealth through investing, funding a child's college education, planning for a comfortable retirement, or protecting your estate, I can help you develop a roadmap to pursue your goals and make wise decisions to help improve your financial situation.

Financial Life Planning

You are not a number. I recognize that each client has a unique dream and set of goals for their retirement and the future of their family.  As your advisor, I seek to have a deeper understanding of your values, money fears and financial habits when developing a plan that is aligned with your goals. Financial Planning is not limited to investing, it’s an in-depth planning process that examines other areas of your financial well-being, such as goal-setting, cash flow management and financial behavior. Once we have a discussion around these areas, I implement an ongoing plan striving to ensure all your financial goals are met.

Fiduciary Duty

As a CFP® Professional, I am bound by the fiduciary responsibility to place your interests ahead of my own. This also means that I must do my best to make sure my investment advice is given using accurate and complete information, and that the analysis is as thorough and accurate as possible.  I am held to a higher standard than suitability, which means that my advice must not only be suitable, but it must also be customized for each client’s unique needs.

Competitive Compensation: 

As an independent LPL Financial Advisor, I have no sales quotas to meet, allowing me to be objective. I make objective recommendations tailored to the needs and goals of each individual client, and through relationships with a number of industry-leading brokerage firms and insurance providers, I recommend only those products and services that can be tailored to suit my clients' unique needs.