Kim has devoted her more than 30 years as a financial advisor to helping people plan a comfortable retirement. In fact, she founded Estate and Wealth Management Services with the goal of helping people who are approaching or already in retirement. By combining tax, income, estate and insurance planning, she is able to help clients with their complete financial future. She tailors a plan around the unique goals of each client. She does this by analyzing her clients’ current assets and finances through a thorough process that considers individual risk tolerance and goals.
Kim is a Chartered Financial Consultant® (ChFC®) and is held to the highest standard of knowledge and trust. She has completed extensive educational programs required for any financial services credential. Kim is also an Investment Advisory Representative and has a Series 65 securities registration and offers Investment Advisory Services through Alphastar Capital Management. She has had training in the insurance and investment fields since the 1980s. Kim lives in Marysville with her husband, Rick, and has two daughters living in Grand Rapids: Janie, who is married to Jerry; and Sydney, who graduated from Michigan State.