Co-Founder & Wealth Advisor
Kim started her business to help others lead inspired lives and plan for the days ahead. She advises successful couples and single women on how to create financial roadmaps through powerful, genuine connection and strategic life planning. Kim enjoys working with clients through the planning process and guiding them on the implementation of their individual plan. She finds satisfaction in watching her clients fulfill their goals.
Kim graduated Magna Cum Laude in 1991 from the University of Denver with a BSBA in Marketing. After her first career in Marketing, Sales and Sales Management, she discovered her real passion lay in helping people manage their financial lives. She went back to school became registered, licensed and switched careers. She worked with Snoopy at MetLife for over six years before transitioning to independent practice ten years ago.
She is proud to be a CERTIFIED FINANCIAL PLANNER™ Practitioner and a Retirement Income Certified Professional (RICP®). What this means for her clients is that Kim abides by the highest educational and ethical standards. And thanks to her clients, Kim is a multi-year winner of the 5 Star Professional Wealth Manager Award (2014-2018). (Award based on 10 objective criteria associated with providing quality service to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers). She also was awarded the 2016 Peak Advisor Alliance’s Emerging Practice of the year.
Kim has a passion for teaching children about money and fostering financial literacy. She also loves to ski, camp, boat, hike and bike, root for the Denver Broncos and, if that doesn’t give it away, is a native of Colorado. She grew up in Green Mountain, and for over 13 years, she and her husband, Greg, have lived in southwest Littleton with their two children. Greg owns and operates the Lakewood, Golden and Evergreen CertaPro Painting franchise. Their daughter, Stella, is 6 years old and loves dance and gymnastics. Their 13-year-old son, Evan, loves sports and enjoys playing football and competitive soccer.
GETTING TO KNOW KIM
Favorite food: I have never met a food I don’t like (well, except Lima beans)
Best piece of financial advice received: Buy low, sell high.
Favorite quote: “Our deepest fear is not that we are inadequate. Our deepest fear is that we are powerful beyond measure.” –Marianne Williamson
If you could meet anyone, past or present, it would be: John Elway, Maya Angelou
What motivates you: fear
Favorite holiday: Halloween
Something on your bucket list: Yoga Training Certification
Place you’d most like to visit: Italy
Biggest accomplishment: My two children who, turns out, are miracles.
*The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser or a registered investment adviser representative; 2. Actively registered as a registered investment adviser or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not: A. Been subject to a regulatory action that resulted in a registration being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth managers. Award does not evaluate quality of services provided to clients. Working with a Five Star Wealth Manager does not ensure that a client or prospective client will experience a higher level of performance or results. The inclusion of a wealth manager on the Five Star Wealth Manager Award list should not be construed as an endorsement of the wealth manager by any client nor are they representative of any one client’s evaluation. The Five Star award is not indicative of the wealth manager’s future performance. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com.