Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.
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Kim possesses over 20 years experience in the financial industry as a Licensed Paraplanner with a broad knowledge base in budgeting, insurance, wealth accumulation, investments, estate and retirement planning. She is detail oriented with strong math and analytical skills. She loves spending time with her two amazing teenage daughters and watching them both play soccer at Anderson High School. GO TROJANS!!
Associate of Applied Science Patisserie & Baking - Eta Sigma Delta Honors Society, LeCordon Blue College of Culinary Arts, Austin, TX, 2017
Chartered Retirement Planning Counselor®, 2006
Series 7, Series 66, Licensed Insurance Representative-Texas Life, Accident and Health, 2005
Bachelor of Business Administration in Finance-Magna Cum Laude, Texas State University, San Marcos, TX, 2004
Financial Planning Program-Texas State University, San Marcos, TX, 2004
Associate in Art Degree - San Antonio Community College, San Antonio, TX, 1998
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