Personal Touch
Still Like To Speak With A Person?
So do I. Call me! I can help you invest your liquid assets, maximize yields, protect against interest rate risk and help meet future cash flow requirements. My clients have trusted in my professional expertise and enjoyed the benefits of my proven track record for more than 39 years. I love what I do and look forward to speaking with you.
Never Invested In CDs, MMDAs or Collateralized Deposits Before?
No worries! I am a great teacher and I make investing in CDs, Money Market Deposit Accounts & Large Deposits very easy. And please know that if you have questions about Investing or Asset Liability Management, I am very happy to answer them.
Too Busy To Invest Your Money?
That's my specialty! I'll work around your busy schedule and interact with you and your team to make things happen just the way you want.
One of my clients recently told me that I make investing easy for her and that working with me is like having an extra employee. Thank You Kim...that's exactly what I was hoping for.