How to meet your financial goals with Kim Dyer

Jun 10, 2021

Ask episode

Chapters

Transcript

Episode notes

739-

Kim Dyer is one of two founding-partners of Keystone Capital Management Group, LLC, which she helped begin in March 2016. As an Investment Adviser Representative, Kim is committed to helping clients work toward meeting their financial goals. She has been in the financial services industry since 2004. Kim helped develop her company’s trademarked DNA process, Dynamic Needs Assessment™, which is holistic and focuses on 5 key areas of financial life. In 2006, Kim co-founded and operated a financial services business in Billings, Montana. It was and still is a thriving business serving ranchers, business owners, and retirement/estate clients. After 10 years she successfully sold the firm to her co-founding partner in order to facilitate her move to Arizona with her husband. She and her partner managed over $40 million in assets for their clientele. Prior to moving to Billings, Montana, Kim went back to school full time in 2003 to complete her MBA from the University of Nebraska. Prior to her move to North Platte, Nebraska in 1994, Kim began her healthcare career in 1984 in Gillette, Wyoming. The regional hospital in Gillette, Wyoming at the time had an annual operating budget of $200 million. After serving the regional hospital as Controller and then Vice President of Finance, she accepted the promotion to North Platte, Nebraska as the Vice President of Operations. She served 10 years as the Vice President of Operations for the regional hospital in North Platte, Nebraska which had an operating budget at the time of over $400 million and 400 employees. Kim received her BA in Accounting from the University of Wyoming. She currently holds the Certified Exit Planning Advisor (CEPA) designation and served for 3 years as President of the local of the Exit Planning Institute in Arizona. Most recently, Kim attained the IRS designation of Enrolled Agent. Kim is originally from Cheyenne, Wyoming but now resides in Glendale, Arizona where she enjoys golfing, following sports and family.

________

Need help with your business? Marketing, Podcast Mentorship or Content Creation? Stop by and check us out. Go to www.BusinessBros.biz to be a guest on the show or to find out more on how we can help you!