675 Gratiot Blvd., Ste. 1
1354 Baldwin Street
President | Founder
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...
Operations & Marketing Manager
Mary Mason has over 25 years of office operations and customer relations experience. Being detail-oriented and passionate about helping others, Mary has always served an integral role for her former employers. Although new to the...