Kim D. Young is our Office Administrator and prides herself in excellent customer service. Kim will walk you through opening and transferring your accounts, answer questions you have on beneficiaries or rolling over your retirement plans, and everything in between. Kim has a Bachelor of Science in Finance from Missouri State University and has been helping clients work through their financial goals for 19 years. Kim enjoys building relationships with our clients and their families and making them feel comfortable and secure with their planning decisions.
Kim and her husband Jeff moved to Colorado Springs in 2002 and now have a family of four. They enjoy camping, playing outdoors with their children, and love raising their family in the beautiful state of Colorado. Kim also enjoys volunteering for the Colorado TEARS Foundation Chapter.