Kim C. Christensen                                                              
Certified Financial Planner    
Registered Investment Adviser        
Registered Investment Advisor
About Us


Kim C. Christensen, MBA, CFP®, CLU®, ChFC®

I have worked in the financial services since 2001, I started in Houston, Texas and worked in that area until June, 2015, when I moved to Cody, Wyoming.  I previously worked as a geologist in the petroleum industry for 17 years.  I worked as a Senior Geoscientist for Schlumberger (including 5 years in southeast Asia) before becoming a Financial Representative with the Northwestern Mutual Financial Network, where I remained until starting my financial planning and investment advisory firm in June, 2008.  I completed the Certified Financial Planner™ course at the University of St. Thomas in 2001, earned the CFP® and ChFC® designations in 2004, and the CLU® designation in 2003.  I was born in 1957 in Miles City, Montana, and graduated from the University of Houston in 1991 with a Master of Business Administration degree, Montana Tech in 1984 with a Master of Science degree in geology, and the University of Montana in 1981 with a Bachelor of Arts degree in geology.

My wife retired from the surgery faculty of a major medical school in Houston, and we have two wonderful children.  We are probably not the most typical American family, as our son was born with Down syndrome, and our daughter is adopted.  But, all of these family dynamics have led me to working with many physicians and families with special needs, and provided me with the ability to provide insight to families with diverse and varied backgrounds.

I have been blessed in so many ways, and through my experiences, I have found many ways to give back to others.  I have served the Lord through various ministries in our church, and volunteered with a variety of organizations in the community involving education and helping people overcome major obstacles in life.

I have been able to use my financial and business skills by volunteering for Financial Mentors of America (formerly Skills for Living), where I have helped with both their 20-20 Power Workshop to help low income families break the cycle of poverty, and the Game of Real Life for rising high school sophomores.  I initiated the collaborations necessary to start a 20-20 Power Workshop in my community, and I have served as an instructor and mentor.  I have also served the Brazoria County Association for Citizens with Handicaps (BACH), where I was the sponsorship chair for the FunFest in Alvin/Manvel in 2007 and 2008.  (BACH provided tremendous loving care for our son through their Early Childhood Intervention therapy services in our home until he was three years old, and they continued to provide fellowship and activities for us for many years.  I was on the board of the Alvin ISD Education Foundation for six years (2009-2014), a non-profit organization that raises funds to provide grants for gifted teachers, scholarships for graduating high school seniors and school campuses, and academic excellence and teacher recognition.  I was the treasurer for the Alvin Noon Lions Club (2013-2015), Lion of the Year (2014-2015), and a member of the Alvin-Manvel Area Chamber of Commerce.

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