portrait of Kim Bilbrey

About Kim

As a CERTIFIED FINANCIAL PLANNER® professional, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. I work with a small group of families to help provide comprehensive financial strategies and estate considerations, including multi-generational planning, to ensure that they are setting and meeting their financial goals. Through our partnership, they are able to focus on enjoying their lives and families, knowing that those goals are both realistic and attainable.

Working closely with you and your CPA, attorney, and other professionals, I can help determine the most appropriate financial strategy for you,...

Focus Areas

  • Portfolio Reviews
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners

Work History

  • Edward JonesApril 2017 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • University of MontanaBachelor of Business Admin

Personal Interests

  • Animal Rescue
  • Board Games
  • Music
  • Volunteering
  • Traveling

Team Members

  • Charity Gonzales
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 07:00AM - 04:00PM
Tue 07:00AM - 04:00PM
Wed 07:00AM - 04:00PM
Thu 07:00AM - 04:00PM
Fri 08:00AM - 02:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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