About My Practice
Wealth Legacy Institute, Inc. is a nationally recognized independent wealth management firm providing financial planning advice to individuals and families. The firm was founded on the philosophy that long-term, collaborative, fiduciary relationships with clients are key to ultimate success. By having an independent, professional who acts as a fiduciary (similar to a CPA or an attorney), clients receive unbiased advice that is in their best interest, unconstrained by the inherent conflicts that arise when a registered representative stands in as a financial planner. Our mission is to inspire and nurture the human spirit— one person and one family at a time.
Currency fluctuates. Value does not.™
Experience
Kim’s groundbreaking work in developing a highly personal client-centric planning model was recognized in the Journal of Practical Estate Planning in 2010, winning the Editor’s Choice award. This model is the cornerstone of her firm’s holistic and highly successful approach to financial planning.
Prior to founding Wealth Legacy Institute, Kim was a senior financial advisor at American Express Financial Advisors from 1992 to 2007. She was regional vice president of the American Arbitration Association from 1985 to 1992. During that time she opened the Salt Lake City office and raised awareness in the Rocky Mountain region on alternative dispute resolution.
Kim has attained numerous professional designations recognized by the financial planning industry as having achieved the highest level of competence and expertise in comprehensive financial planning. Additionally, Kim’s education includes an MSJA from the University of Denver’s Sturm College of Law, an MSFS from the American College in finance and a B.A. from Elmira College in judicial administration. She is the past president of the Women’s Estate Planning Council and currently serves on the Alumni Board of Elmira College.
Kim loves to ski and sail with her family in the beautiful Colorado sunshine. She is a ferocious reader about money, behavioral finance and biographies.
Registrations, Licenses, Certifications & Affiliations
Securities Registrations or Exam Qualifications
Series 65
Designations & Certifications
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
- Other - CAP, CLU, AEP, MSFS
I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.
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