Kim is our Director of Operations and Client Services and oversees and helps to implement our current and future operational systems and workflows. She is also a Client Service Representative and prides herself on excellent customer service and enjoys building relationships with our clients and making them feel comfortable and secure with their planning and investment decisions. Kim started working in the Investment Management field in 1994 at Heim, Young & Associates in Springfield, Missouri. She and her husband Jeff moved to Colorado Springs in April of 2002, where she started with Carnick & Company, now known as Transform Wealth. Kim has a Bachelor of Science in Finance from Missouri State University.
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.