In 2004, I began my career at Edward Jones as a financial advisor in Holland, MI, where I have lived the majority of my life. I was named a limited partner of the firm in 2011. I have held a number of leadership roles during my tenure at Edward Jones including field trainer, mentor and hiring team member, to name a few. I have recruited multiple financial advisors to our firm and hold the AAMS® designation as well as the Series 7, 63 and 66 registrations. Additionally, I am insurance and variable contract licensed and am registered in multiple states.
I have a heart for serving others and a passion for assisting them in achieving their financial goals. Whether that's saving for retirement, living in retirement, transferring wealth strategically, saving for your children or grandchildren's education, or protecting those your love through insurance, we can help. It is my desire to create personal, life-long relationships with my clients and within our community. This has resulted in a thriving and successful practice. Partnering with my clients allows me to understand what is important to them as well as their comfort with risk when investing. I create tailored financial solutions using an established process to meet every clients' unique and individual goals. Together, we will monitor your progress to help make sure you stay on track or determine if adjustments are needed to achieve your financial goals while providing the exceptional service you deserve.
I have been married to my husband, Mike, for over 20 years. We have a son, Alex. As a family, we enjoy our time together in so many ways, including traveling, hiking, biking, skiing, snowmobiling, fishing, being on the water and in nature.
- Charitable Giving
- Estate & Legacy Strategies
- Insurance & Annuities
- Wealth Strategies
- Retirement Income Strategies
- Retirement Savings Strategies
My Personal Interests
- Bird Watching
- Spending Time with Family
Phone NumberKim Bos at (616) 994-9713
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