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Kim Voigt, CFP®

Kim Voigt, CFP®

Investment Advisor Representative

I am a financial planning professional dedicated to supporting families as they work toward long-term wealth and a sense of financial security. My skillset is rooted in thoughtful financial planning and personalized investment management, with a focus on aligning each portfolio to a client’s unique goals and what matters most to them. I discovered the firm through my personal interest in aviation and joined the firm 2023, drawn by a shared commitment to excellence and a mutual interest in aviation.

I hold the Certified Financial Planner™ (CFP®) designation, the highest standard in the financial planning profession, as well as a Master of Business Administration from Embry-Riddle Aeronautical University.

Outside of work, I enjoy spending time outdoors and staying active, whether taking flight lessons, playing pickleball, hiking, enjoying time with my family, or traveling to new places.