Kim Stevens, CFP®, CLU®, CHS
Wealth Preservation Advisor
Beyond the Office
Kim is active in his local chapter of Advocis, which provides education to advisors and advocacy work for the industry to government regulatory bodies. He has also 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. He is also active within his church community, having served in a variety of capacities. In Kim's younger years, he 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.
“Robert Kiyosaki said “It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for”. These are the very things that are addressed by the financial plans I develop for our clients.”