DT | Creating a Financially Secure Future: Advice for Women of Any Age - 11:45 a.m.

Women need to focus on creating their own secure financial future. There are many gender differences in financial outcomes ranging from living longer and earning less to being primary caregivers and experiencing greater declines in standard of living after a divorce. It is time to take ownership of your own financial security and protect it once it is established.

Kim is a senior financial planner for The Commerce Trust Company and member of the financial advisory services team — a dedicated financial planning practice within Commerce Trust that provides objective financial advice to clients. Following a thorough assessment of a client’s unique situation and thoughts regarding wealth, Kim develops holistic and coordinated plans to help clients meet their short-term and long-term goals as well as take full advantage of various planning, tax, and investment strategies along the way. Prior to joining Commerce Trust in 2015, Kim served clients at BMO Private Bank and Stoker Ostler Wealth Advisors — a division of BMO Financial Group — in the Phoenix and Kansas City markets.

In her previous financial planning roles, she specialized in providing customized financial planning solutions for high net worth individuals and families as part of an overall personal wealth management strategy. Kim also specializes in women’s financial issues. While at BMO she served as a subject-matter expert on a steering committee leading an organization-wide Women & Wealth strategic initiative. Kim received a bachelor of science degree in human ecology and master of science degree in family studies and human services with an emphasis in family financial planning from Kansas State University. She also earned a doctorate in personal financial planning from Texas Tech University. Additionally, Kim holds the CERTIFIED FINANCIAL PLANNER™, Certified Private Wealth Advisor®, and Certified Divorce Financial Analyst® designations. Kim has served on the board of directors for the Financial Planning Association of Greater Kansas City and is a former president and chair of the board of the Financial Planning Association of Greater Phoenix.