Helping Clients in Colorado
About Kim
I bring 30 years of financial services experience to Alliant Retirement and Investment Services, from prominent firms such as Merrill Lynch, Invesco Funds Group, Farmers Financial, VALIC Financial Advisors, and Presidential Brokerage. I build client relationships by listening and understanding each client’s specific situation and goals. My planning approach considers all aspects of the transition from work to retirement. I believe most people want a comfortable lifestyle in retirement and a well-rounded plan that seeks to provide security and confidence. My plans are dynamic, anticipating the “what-ifs” in life, such as unexpected expenses, living a long life, rising taxes and inflation, or a healthcare event. I take pride in helping people to transition the assets they have accumulated during their working years into an income-generating plan that aims to last throughout retirement.
As a Colorado native, I live in Littleton and enjoy traveling, being outdoors, and spending time with my family, especially my two grandsons!
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