About Kim Dwyer
I truly feel led to help people live their best lives – and that looks different for everyone. It’s important to me that I get to know you, your values, and your goals. Only then, can I provide financial guidance that is tailored to help create a safe and successful future for you and your loved ones.
I am passionate about educating people and supporting local non-profits. You will see this played out in the workshops I host, events I participate in and the causes I support personally and professionally.
I have a husband and four fabulous kids! I’ve lived through most of what I will be helping you with: saving for retirement, funding the children’s sports and activities, seeing my kids through college, decisions around an inheritance, retiring my spouse and deciding how to collect a pension and determining what retirement income will look like alongside Social Security, and some of life’s unexpected financial surprises.
Giving Back In My Community and Beyond
- Living and Learning Enrichment Center
- Good Shepherd Coalition
- John Paul Secondary School in Uganda
- St. James Catholic Church
Education & Accomplishments
- FINRA Series 7
- FINRA Series 66
- Life & Health Insurance
- B.A. Degree
- M.A. Degree
Meet My Team
Associate Financial Advisor