About Kim
Kim works with individual clients, planning for their insurance and retirement needs, and she services retirement plan participants and sponsors. She joined Focus Partners Wealth in 2026 and has been in the financial services industry for more than 15 years. Her variety of experience provides a strong knowledge base to help further Focus Partner’s vision.
Kim earned her Investment Adviser Certified Compliance Professional® (IACCP®) designation, which provides guidance for building a strong compliance program. Kim resides in Fort Collins, Colorado, with her husband and two boys. She enjoys training for and running in marathons.
Education and Professional Milestones
-Colorado State University – bachelor’s degree in business administration and management with a minor in Spanish
Kim works with individual clients, planning for their insurance and retirement needs, and she services retirement plan participants and sponsors. She joined Focus Partners Wealth in 2026 and has been in the financial services industry for more than 15 years. Her variety of experience provides a strong knowledge base to help further Focus Partner’s vision.
Kim earned her Investment Adviser Certified Compliance Professional® (IACCP®) designation, which provides guidance for building a strong compliance program. Kim resides in Fort Collins, Colorado, with her husband and two boys. She enjoys training for and running in marathons.
Education and Professional Milestones
-Colorado State University – bachelor’s degree in business administration and management with a minor in Spanish