Kim Taylor has more than 30 years of experience in the field of financial services. After leaving the corporate world to raise her family, she and her husband, Kent, moved to Montana where Kim has deep generational roots. Whitefish was home to her great grandparents where they homesteaded in the early 1900s. It was a clear choice that this community would offer her family a wonderful life.

Kim’s experience and commitment will assist you with making decisions to help pursue your retirement goals. Kim will work closely with you to put the pieces of the retirement puzzle together such as tax planning, social security planning, and estate planning.

Cassie Heitz is an LPL Investment Advisor Representative and also works as my assistant. Shortly after earning her degree in Business Administration with an emphasis in Marketing from College of Idaho, Cassie moved back to the Flathead Valley where she grew up. She was fortunate enough to stay at home with her young children until her oldest started kindergarten. Cassie helps maintain everything administrative. Her organization and eye for detail helps keep our office running efficiently.  She can be a great resource for various questions and concerns that may arise.

Team photo