About Kimberly
Kim helps implement operational systems and workflows. She is also a client service representative and prides herself on excellent customer service and enjoys building relationships with clients and making them feel comfortable and secure with their planning and investment decisions.
Kim joined Focus Partners Wealth in 2026. She started working in the investment management field in 1994 at Heim, Young & Associates in Springfield, Missouri. She moved to Colorado Springs in April 2002, where she started with Carnick & Company, which became Transform Wealth.
Kim and her husband Jeff have two beautiful children, Kaylin and Coleson. They enjoy camping and love raising their family in the beautiful state of Colorado.
Education and Professional Milestones
-Missouri State University – bachelor’s degree in finance
Kim helps implement operational systems and workflows. She is also a client service representative and prides herself on excellent customer service and enjoys building relationships with clients and making them feel comfortable and secure with their planning and investment decisions.
Kim joined Focus Partners Wealth in 2026. She started working in the investment management field in 1994 at Heim, Young & Associates in Springfield, Missouri. She moved to Colorado Springs in April 2002, where she started with Carnick & Company, which became Transform Wealth.
Kim and her husband Jeff have two beautiful children, Kaylin and Coleson. They enjoy camping and love raising their family in the beautiful state of Colorado.
Education and Professional Milestones
-Missouri State University – bachelor’s degree in finance