Aug 15, 2024 / By Charles Sherry, MSc Investors are aware that August and September sometimes bring volatility. The S&P 500 Index closed at an all-time high on July 16. But like clockwork, weaker-than-expected manufacturing data led to a selloff on Thursday August 1, which…
Founder and Wealth Advisor
Kim’s 22-year journey from sales assistant to practice owner reflects her dedication to learning and client relationships. Thriving as an independent advisor, Kim is not only a financial expert, but also a mentor and advocate for professional women seeking to make an impact and leave a lasting legacy.
Her commitment to her profession includes serving as a long-time board member and past president of the CFA Society of Dallas/Fort Worth, as well as a current member of CFA Texas. She also loves serving her local community as a long-time member, past board member and current president of Altrusa International of Downtown Dallas, in addition to previously serving as the Altrusa International Foundation Board Chair.
Kim is also a Level 1 nutrition coach and weightlifter, plays golf, and enjoys spending time with her family.
Wealth Advisor
With over a decade of experience, Alisha guides clients on their journey toward a balanced, focused and intentional life. Alisha has been a Certified Financial Planner™ since 2015 and is currently working toward becoming a Certified Exit Planner. She is passionate about promoting diversity, inclusion and financial literacy.
Outside of work, Alisha spends time with her husband, three children and two dogs. They enjoy traveling and playing sports. Alisha actively volunteers with the Girl Scouts of North Texas and her family’s church.
Connect with Alisha on LinkedIn
Sr. Client Service Associate
Known for her professional drive and commitment to client satisfaction, Valarie’s goal is to ensure every individual feels prioritized in their financial planning journey. She brings a unique blend of “go-getter” energy and humor – as well as nearly 20 years’ experience – to her role at AWM. She also holds Series 7, 9, 10 and 66 licenses.
In her spare time, Valarie plays recreational softball, takes Zumba classes, plays with her two dogs, and spends time with her family.
Connect with Valarie on LinkedIn
