Kim Abmeyer, CFA, CFP®, EA
Equity Partner, Wealth Advisor
Kim’s 24-year journey from sales assistant to practice owner reflects her dedication to learning and client relationships. Thriving as an independent advisor, Kim is not only a financial expert, but also a mentor and advocate for professional women seeking to make an impact and leave a lasting legacy. Kim holds the Chartered Financial Analyst, Certified Financial Planner and Enrolled Agent designations.
Her commitment to her profession includes serving as a long-time board member and past president of the CFA Society of Dallas/Fort Worth, as well as a current member of CFA Texas. She also loves serving her local community as a long-time member, past board member and past president of Altrusa International of Downtown Dallas, in addition to previously serving as an Altrusa International Foundation Board Chair.
In Kim’s free time, she enjoys playing golf and spending time with her family.