I am deeply committed to elevating the financial well-being of my clients. Originally from Austin, Texas, and while my parents were loving people and raised me in the Texas Hill Country, I have witnessed firsthand the profound impact that financial knowledge and planning—or its absence—can have on families. This experience ignited my curiosity and fueled a relentless passion for unraveling the complexities of the financial planning landscape.

While obtaining my degree from the University of Texas at Austin, I embarked on a journey as a telecom business partner. The trials and triumphs of running a successful business provided invaluable insights. Over two decades ago, I transitioned into the financial services sector, accumulating substantial expertise across banking, lending, and wealth management. My professional trajectory included client management and leadership roles at Bank of America-Merrill Lynch, Wells Fargo, and BNY Mellon.

As a former business owner, I am resolute in providing innovative solutions tailored to successful individuals, entrepreneurs, executives, and fellow business proprietors. My mission? To empower them to transform business value and forge enduring legacies. When collaborating with my clients, my focus centers on strategic wealth accumulation and tax-efficient distribution planning.

I am deeply dedicated to empowering women in business and providing financial education to traditionally underserved minorities. Through my YouTube channel, HerFinanceMatters, I address common financial questions and discuss essential planning topics.

I am an alumna of the University of Texas where I graduated with a Bachelor of Science in Corporate Communications and am currently finishing my pursuit of the CFP designation. My husband, Derek, and I live in Littleton, Colorado with our two daughters. I enjoy reading, shooting, traveling, martial arts, taking family vacations and devoting my time towards education and hunger-based philanthropy.

Feel free to reach out—I am steadfastly committed to guiding you toward financial prosperity and a legacy that resonates.

Phone: 303-277-0605

Email: kim.gustafson@coloradofa.com