Kim joined Krueger Financial Services, Inc. in 2010. She started working in the financial services industry in 1998. She oversees the firm and collaborates in investment portfolio management. She received her Bachelors degree from Arizona State University. Kim is a CERTIFIED FINANCIAL PLANNERTM. Her professional registrations include FINRA 4, 7, 24, 53, 63 and 66 which are held with SagePoint Financial, Inc. as well as holding State Life and Health Insurance License.
Kim is a financial advisor at Krueger Financial Services, Inc. Her experience with retirement planning, portfolio construction and wealth management adds value to the Krueger Financial Services, Inc. team approach in developing sophisticated financial planning strategies. She has extensive experience advising individuals, families, and corporations alike. She focuses on breaking down complex issues and developing a concise approach to address the concern. Kim believes no client is too big or too small. She enjoys delivering sophisticated financial strategies and helping her clients with the advice she provides.