Investment Advisor / Principal
I strive to help our clients gain a sense of security about their future. As a Certified Financial Planner™ 1 professional, I commit to always put our client’s interests first and I work hard to build relationships that extend far beyond investments. I believe that your financial life should start with a plan and I advocate for a comprehensive approach designed to help simplify financial decisions and realize your goals. The ultimate measure of our success is your peace of mind.
My career in the financial services industry began in 1991, while completing a Business degree in Finance at Boise State University. My strengths lie in my work ethic, loyalty, and commitment to continuous professional development, all of which play a role in serving our clients as they navigate the ever-changing financial world.
I have always called Boise home and am fortunate to be raising my daughter here. She keeps our family active enjoying the outdoors and all the amazing activities Idaho has to offer.
Email Kimberly at [email protected]
1 A Financial Advisor with the CFP® certification has demonstrated extensive knowledge and skill in analyzing and developing personal, long-term financial strategies for clients. Awarded by the Certified Financial Planner Board of Standards, Inc., the CFP® certification is one of the most recognized certifications in the financial services industry.