Investment Advisor, Principal
I strive to help our clients feel secure about their future. As a Certified Financial Planner™ 1 professional, I advocate for a comprehensive approach to simplifying your financial decisions. I believe your financial life should start with a plan that details where you are now and where you want to go. Our ultimate measure of success is your confidence.
Since 1991, I have been meticulous about making sure clients are heard and informed. I understand the lifelong value of a relationship and work hard to build relationships that are far deeper than a check mark on an annual to-do list. My strengths lie in my work ethic, loyalty and commitment to continuous development of credentials to serve our clients as they navigate the ever-changing financial world.
I grew up in Boise, and now my husband and I are raising a daughter who is fortunate enough to grow up here, too. We enjoy volunteering at our church and daughter’s school as well as all the amazing outdoor activities of Idaho.
- Bachelor of Business Administration in Finance from Boise State University
- Learn more about the CFP® designation at letsmakeaplan.org.
Email Kimberly at [email protected]