Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Advisors

John Thrower

Financial Advisor

Vice President
Visit John Thrower's website


Team

Kim Banesse, CRPC

Kim Banesse, CRPC

Registered Client Service Associate,

Chartered Retirement Planning Counselor™

Qualifications

  • 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, SanMarcos, TX 2004

  • Financial Planning Program-Texas State University, San Marcos, TX, 2004

  • Associate in Arts Degree - San Antonio Community College, San Antonio, TX, 1998

Roles & Responsibilities

  • Kim is the Operations partner of the practice. Responsible for assisting with client service and transaction requests, preparing financial plans and general administrative duties.
  • Kim possesses over 18 years' experience as a Paraplanner. She has a broad knowledge base in budgeting, insurance, wealth accumulation, investments, estate and retirement planning.
  • Kim loves spending time with her two daughters and is passionate about maintaining a healthy and active lifestyle.
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