We join families where they are today and walk alongside them on a seriously fun path to funded contentment.
Whether you are starting as an investor, have unexpected wealth or are focused on planning for retirement long-term allowing someone into your financial world is immensely personal... I understand that. So, it's important to select someone who will dig deep and connect your priorities to your portfolio, adding clarity to your situation while removing the doubts and fears that often come with investing. Together, we will develop the personal relationship required to build a strategy for what is important to you now. I will help you understand how today's decisions impact your future. This requires two things: well defined and documented goals and a strategic, long-lasting partnership where we enjoy working together.
Like you, family is first for me – My husband, Mike, and I have lived in Cochise County for over 25 years and have raised our four children here. Hailey, along with her husband, Brandon, Aidan and Avery have all graduated high school and are scattered throughout the West pursuing education, life and careers and starting families of their own. Kieran is a senior in high school, and he loves school, soccer and tennis. I am now "GrahamCracker" to my two grandchildren – Adeline and Briggs – they sure are fun! Mike and I enjoy exploring the great outdoors by biking and hiking and traveling to visit our kiddos. Outside of the office, I support my local community through the Bisbee Rotary Club and the Laverne Williams Scholarship Committee.
I would love to have a conversation with you regardless of your geographic location. My phone number is (520) 432-1711. You will be greeted by our Office Administrator, Lisa Gustafson – she will take great care of you! Lisa and I are committed to making investing seriously fun and it would be a joy to hear from you.
- Socially Conscious Investing
- Wealth Strategies
- Entrepreneurs & Business Owners
- Retirement Income Strategies
- Business Retirement Plans
- Estate & Legacy Strategies
My Personal Interests
- Active Lifestyle
- Board Games
Office Address1175 A Naco Hwy
Bisbee, AZ 85603
Phone NumberKimberly K Baltunis at (520) 432-1711
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