Meet Kim


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 over 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 (2014-2022). She also was awarded the 2016 Carson Coaching Emerging Firm of the year.

Kim has a passion for teaching children about money and fostering financial literacy. She also loves to ski, camp, boat, hike, bike, root for the Denver Broncos and Colorado Avalanche…and, if that doesn’t give it away, is a native of Colorado. She grew up in Green Mountain, and for over 17 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 10 years old and loves dance, singing, Girl Scouts and playing piano. Their 17-year-old son, Evan, loves sports and enjoys playing high school and competitive soccer.


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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:


Favorite holiday:


Something on your bucket list:

Yoga Training Certification

Place you’d most like to visit:


Biggest accomplishment:

My two children who, turns out, are miracles.


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In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.