Question: How long have you worked at Beacon Wealth Consultants?
Kim: I started out as an intern in March 2011 during my junior year at Liberty. I took over as the Client Services Manager shortly after graduation and then began transitioning into more of an advisor role a little over three years ago after earning the CERTIFIED FINANCIAL PLANNER™ designation. That led to my current role in the firm as Director of Financial Planning.
Question: What excites you about the Biblically Responsible Investing movement?
Kim: It’s really starting to get noticed and pick up steam. Even those who once wrote it off as just a crazy idea are finding it hard to ignore. With more and more corporations becoming political activists and taking up social and philanthropic efforts, people are starting to pay attention to the fact that buying stock in a company is more than just helping them make more widgets. Investors want to know that their hard-earned dollars aren’t being funneled to organizations and causes that are in direct opposition to their values. As an advisor, I love the fact that there are ways to help accomplish that without sacrificing returns or financial goals. I also appreciate the fact that BRI is about more than just weeding out the bad. Instead, we’re looking for companies that are using their platform as God intended to be a blessing to the world. As the saying goes, “Don’t curse the darkness, light a candle.” If this way of investing becomes mainstream, imagine how many candles that would be!
Question: What type of environment do you hope to create when working with clients?
Kim: I want clients to see me as not only their trusted financial advisor, but as a friend and partner in their journey. I want to be trusted enough to hear about their struggles in life and celebrate with them their successes and accomplishments. It’s my goal to make sure I’m taking care of the whole person, not just their finances. Sometimes, a situation calls for a hard conversation or reality check, and that part of my job isn’t fun. However, I want them to know that I always have their best interest at heart and that I’m coming from a position of love. Whatever “success” looks like for them, I want to help them achieve it.
Question: In your opinion, what does Beacon Wealth offer clients that they can’t find anywhere else?
Kim: Aside from the Biblically Responsible Investing aspect, I think our corporate culture has a big impact on how we serve our clients. It’s very much like a family, and we’re constantly working together to improve and make sure we’re doing what’s best for our clients. Sometimes that means putting our heads together on a complicated situation or bringing in an outside expert. We’re big enough to have great tools and resources available but small enough to know every single client and be able spend as much time with them as it takes. We enjoy going the extra mile to make their lives easier and know they’re taken care of when it comes to the big picture of their finances.
To learn more about Kim, visit her advisor page here.