Our Team

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 through determination, persistence and drive, the answer is yes! Kim is passionate about working with clients to explore strategies and alternatives to help them enjoy life! Kim is dedicated to helping her clients achieve long-term financial stability and success.

Kim’s experience in the financial services industry began at a local bank where she partnered on a wealth team servicing affluent bank clients for 5 ½ years prior to joining Ameritas Financial Services of WPA/Pittsburgh office. She designs comprehensive wealth management strategies, provides advanced advisory planning, and develops strong relationships with her clients. Kim is a licensed financial professional, holding her Life/Accident/Health insurance and her Series 6, 7, 63, and 65 securities licenses, as well as her CRC® (Certified Retirement Counselor) designation. She is a native to Pittsburgh and graduated Summa Cum Laude from La Roche College. Kim has 3 children, and enjoys dance, the arts, and travel.

Carl has been in the financial services profession with Ameritas since 1998.  He considers it vocational now; especially with more than 25 years of experience serving his clients.

He enjoys working from two climates, Pittsburgh, and New Orleans and spends time with his three grown kids and his fiancé, Jennifer.

He loves music, hiking and the outdoors.

Kim’s Association with Carl

Kim and Carl began working together in July 2021 as a team for Carl’s succession plan when he transitions to retirement in a few years. The partnership between two driven people serving their clients has proven to be a fruitful enterprise. We are striving to change the face of wealth management. The COVID-19 Pandemic taught us to transition to more online meetings with clients, allowing both Kim and Carl to meet a client from anywhere in the country. This creates an incredible amount of flexibility with whom we can work. In addition, we’ve transitioned our paperwork to technology driven resources, cutting our impact on the environment, and enhancing our efficiency.

Payton Carroll is a Pittsburgh native and is excited to join the Ameritas Financial Services of Western Pennsylvania team!  In May 2022, she graduated Summa Cum Laude from Mercyhurst University with a BFA in Dance and a BA in Arts Management.  She most recently completed her time in the Disney College Program where she learned the value of creating an impeccable customer experience.  She is excited to take on her role as the client experience and marketing specialist. In addition, Payton is a professional dancer and performer.  She also enjoys travelling and spending time with the people she loves!