Kimberly is a Wealth Accumulation and Conservation Specialist at Kim Co International, Inc. located in the West loop of Chicago. She is responsible for assisting her clients with making smart choices with their hard earned dollars through the use of annuities and insurance programs. She has made great strides with her clients and was recognized at the 2016, 2015, and 2013 Conference of Champions from The National Life Group, the 2016 Conference of Champions from Vertical Vision, in 2016 a member of National Association of Insurance and Financial Advisors (NAIFA), and in 2014 she became a member of the National Association of Professional Women. Kimberly has been successful with creating financial strategies for her clients since 1998. She has been helping clients establish and monitor lifetime financial goals; create emergency funds and maintain effective budget systems; obtain life,medical, disability income insurance, long term care insurance, and annuities; establish college plans; establish and maximize retirement plan, and much more.
Before Kim Co International, Inc. was established, Kimberly was a Wealth Accumulation Specialist at Sanmar Financial Network from 2011 to 2015. Sanmar Financial Network is under the leadership of Dr. Roger F. Salter and Roger C. Salter, and this is where she received the vision of KimCo International, Inc. Before coming to Sanmar, Kimberly was a Senior Financial Advisor at Waddell and Reed from 1998 to 2011. She was awarded the Circle of Champions Award and the Crest Award from 1999 to 2011 from the company. All of the awards Kimberly has received represents her commitment to sales and service to her clients.
Kimberly has been a member of Trinity United Church of Christ for 35 years. She is a member of the Adopt a Student Ministry and the Raise the Roof Ministry. She is a member of Delta Sigma Theta Sorority, Inc. She is currently a committee member of the Economic Development committee within the Sorority. This committee proves their duty to service through the multitude of service projects that help our community with important tax advice, economic savings, and investment and insurance information.
Her obligation to keep the community well informed about their finances runs deep. Kimberly was licensed by FINRA with a Series 6, Series 63, and Series 65 and now holds a life insurance, health insurance, annuity and long term care insurance license. She is a graduate from Howard University in Washington D.C., in 1995 and a Seton Academy in South Holland, IL., in 1990. She is a contributor of a retirement book that is an Amazon best seller entitled “ I Love Annuities and You Should Too!” with James E. Fox. She is currently working on six books on her favorite topics, budgeting, tithing, business, philanthropy,investing , and leaving a legacy for children. The books will be released in 2019. This eagerness to make sure our kids make smart financial choices came from being a mother of three boys, Justyn (20 years old) Jalen (18 years old) and Julian (15 years old).
Our Company Values
For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.
People Matter – We believe that each person is innately valuable and worthy of respect and honor. We believe that relationships matter and that business is relational, top to bottom. People First, Money Second is a priority statement that places people and relationships ahead of financial matters.
Integrity Matters – We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are “above reproach. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.
Communication Matters – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.
Service Matters – We believe that good service is practical and that great service is necessary in the pursuit of business excellence.
Plan For Your Future
There is no one “best place” to put your retirement money because each individual and couple has unique requirements, different tolerances for risk, and need their money at different times. Likewise, there is no one place to keep your money that fits everyone for exactly the same reasons. Your unique circumstances must be taken into consideration if you seek to find the “most favorable place” for your retirement money. This is where we can be of service.