Kim serves as Financial Advisor at Independent Wealth Strategies. She was drawn to the opportunity to work with a small firm with a high touch approach to customer relationships. With over 15 years in the financial services industry, she brings deep experience and passion to help clients create a plan to make better financial decisions and to achieve their larger financial and life goals.

Kim hails from a small community in Montana near the Canadian border. While still a student at the University of Montana, she began her career at a regional financial firm. Through a variety of roles, she honed her expertise in providing a customized client experience for individuals navigating a range of life phases. She earned her CERTIFIED FINANCIAL PLANNER™ designation in 2017, as part of her dedicated effort to serve her clients in strategic and holistic ways.

In serving as a Financial Advisor Kim enjoys learning each client’s story and helping them bring to light their values. With a collaborative approach, she helps to clarify their life goals and boldest aspirations, with a passion for educating and empowering her clients to live their lives to the fullest. She feels honored to cheer each client on, as they successfully navigate life’s milestones.

Outside of the office, Kim strives to give back to others and has spent time volunteering with the homeless, mentoring through Big Brothers Big Sisters programs, and volunteering with her local animal shelter. An ever curious learner, she is humbled by this journey called life. She loves adventure travel, trying new cuisines, and learning from other cultures, and has delighted in Earth’s beauty, hiking in areas such as Patagonia and Iceland. She enjoys the Colorado outdoors, biking and skiing with her partner, Brett, and trail running with their dog, Chance.