About Me
Have you ever asked yourself why all financial advisors seem the same?
If you are looking for a different and fresh perspective revolving around Wealth Management, you have come to the right place!
I’M ON A MISSION TO ENCOURAGE OTHERS TO EMBRACE THEIR SOURCES OF INSPIRATION AND TO HELP GUIDE CLIENTS TOWARD FINANCIAL STABILITY AND PROSPERITY, ENABLING THEM TO FULFILL THEIR DREAMS.
I believe that as a woman in financial services, I am changing the face of wealth management. I have lived in the trenches with you. My hope as your financial advisor is that our partnership leaves you feeling appreciated, valued, and knowing you have shared your experiences with someone who can relate. Many people are not excited about discussing finances or about financial advisory services, but I am! I am excited because I know how much of a difference I can help make in your life. Developing a comprehensive plan to help you achieve your goals is how I add value to our relationship. Financial conversations CAN be fun, and we can have an enjoyable journey along the way!
I am excited to help people with their finances, whether it’s with an established professional that needs to change the allocations in their portfolio, or a transitioning individual establishing a new life for themselves. I have relatable experiences that allow me to connect with clients from various walks of life. Let's embark on this journey together and help make your financial dreams a reality!
Team
Financial Advisor
Have you ever wondered if you could enjoy a larger slice out of the pie called life? Many years ago, Kim asked herself this same question. She learned...
Carl Buzzeo CRPC®
Financial Advisor
Carl has been in the financial services profession with Ameritas since 1998. He considers it vocational now; especially with more than 25 years of...
Blog
5 Smart Ways to Use Your Tax Refund in 2025
Tax season might not spark joy, but a refund sure can. In 2025, the IRS estimates the average federal income tax refund...
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5 Critical Questions HNWIs Should Ask to Address Major Financial Concerns
What do you do when faced with a complex financial challenge? Do you seek an immediate solution, or do you take the time...
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5 Tax-Saving Strategies to Keep More of Your Money
Tax season doesn’t have to feel like an uphill battle. With the right strategies, you can minimize your tax bill and...
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