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Kim Morton, CFP®

Kim Morton, CFP®

Director of Client Services

As a CERTIFIED FINANCIAL PLANNER™ professional, Kim enjoys helping families build a solid future. Kim has worked in the wealth management arena for over 13 years.  She graduated from Arizona State University in May 2005 with a B.S. in Business Finance, studying financial analysis and corporate finance as well as accounting.  

Kim enjoys activities with her family like camping, biking and going to the beach. She also has a passion for supporting her favorite charities like St. Jude's Children's Hospital and Feed My Starving Children.