WHO WE ARE

Kim joined Financial Life Advisors in 2017 and specializes in personal financial planning and wealth management. Kim is a CERTIFIED FINANCIAL PLANNER™ practitioner, CPA, and a Texas Life, Accident and Health Insurance licensee. Kim has over 18 years of experience in the financial services industry along with a breadth of experience in corporate America including Arthur Andersen, American Airlines, and CBRE. Kim is passionate about helping individuals and families make thoughtful decisions to achieve their financial goals. She is also passionate about helping others in her community.

Areas Of Service

• Comprehensive financial planning
• Retirement planning
• Accumulation/distribution strategies
• Income smoothing
• Roth conversion strategies
• Social Security analysis
• Investment strategy
• Risk management & insurance

Business Related Activities

2014-2016 Board Member San Antonio CPA Society
2015 Board Member IMPACT San Antonio
2010-2015 Board Member St. PJ’s Children’s Home
2011-2014 Chair and Co-Chair of Jr. Duel in Ole San Antonio, a high school personal finance competition
2008-2010 Board Member FPA of San Antonio & South Texas

Other prior board experience: Junior League of San Antonio and CARE (Cressie Animal Rescue and Enrichment)

Meet Kim

Kim is a native San Antonian but temporarily ventured out of the area for college at Baylor University in Waco, TX and career opportunities in Dallas, Chicago, and Los Angeles. She is an avid Chicago Cubs fan along with being a big fan of the Spurs. She enjoys cooking, reading and traveling (Africa, Greece, and Israel being amongst her favorite international destinations). Her dog, Izzy, keeps her company at home and longs for ‘Mom’ to take her on outings.

This firm is not a CPA firm.