Helping Clients in Colorado
Kim brings 30 years of financial services experience from prominent firms such as Merrill Lynch, Invesco Funds Group, Farmers Financial, VALIC Financial Advisors, and Presidential Brokerage.
She builds client relationships by listening and understanding each client’s specific situation and goals. Her planning approach considers all aspects around the transition from work to retirement. She believes most people want a comfortable lifestyle in retirement and a well-rounded plan that seeks to provide security and confidence. The plan is dynamic anticipating the “what-ifs” in life… unexpected expenses, living a long life, rising taxes and inflation, or a healthcare event. She believes people are looking for help to transition the assets they have accumulated during their working years into an income generating plan that will last throughout retirement.
A Colorado native, Kim lives in Littleton, enjoys travel, being outdoors, and spending time with her family… especially her two grandsons!
University of Northern Colorado
Registrations and Licenses
FINRA Registered (Series 7, Series 63, and Series 65 held with LPL Financial)
Life, Accident and Health, Long Term Care and Variable Annuity Licensed
Denver – Tech Center
4600 South Syracuse, 9th Floor
Denver, CO 80237
Denver – Lakewood
200 Union Blvd, Suite 200
Lakewood, CO 80228