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Kim Thomas
Kim Thomas

Kim, a graduate of Buena Vista College with a bachelor degree in finance, has over 25 years of experience in the financial service industry. He is dedicated to helping companies manage their retirement plan and provide a high level of education to the employees. Kim’s focus includes investment portfolio analysis, vendor benchmark analysis (fees, services and investments), and Social Security analysis. His professional designations and licenses include Chartered Life Underwriter ( CLU), Chartered Financial Consultant (ChFC), Chartered Advisor in Senior Living (CASL), Investment Advisor Representative (IAR) and Series 6, 7, 26, 63, 65 and Life, Health, Annuities and Property and Casualty licenses. Kim is a city councilman for the city of LaVista.