Kim Stevens, CFP®, CLU, CHS

Senior Planner

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Kim has over 23 years of experience in the financial services industry with a focus on comprehensive financial planning and an emphasis on insurance planning. In his previous roles, he provided case consultation, classroom & on-stage presentations and sales support for new advisors for more complex case situations. 

Kim works with High Net Worth business owners and professionals with corporate holdings. He specializes in comprehensive financial plans providing direction regarding succession planning, buy/sell funding and estate planning to provide heirs with a tax-free means of removing financial assets trapped within the corporate structure.

Kim is active in his local chapter of Advocis, which provides education to advisors and advocacy work for the industry to government regulatory bodies, having served as a member of the chapter executive team.

Kim and his wife are members of their local Good Sam RV club and enjoy regular camp outs with fellow members. Kim is also active within his church community, having served in a variety of capacities. In his younger years, Kim refereed basketball for 12 seasons at progressively higher levels of play including some college games. He also served on the local Basketball Officials Association Executive team and coached youth basketball teams for many seasons.