Steve Kimes is a CFP®, Certified Financial Planner practitioner. He is a qualifying member of MDRT®, Million Dollar Roundtable. He holds FINRA, Series 7, 6, 65, and 63 investment licenses along with life insurance licenses in several states. He achieved President's Council in 2015, 2017, 2018, 2019, and Executive Council in 2016. Steve has been a financial adivsor since 1998.
*MDRT is the Premier association of Financial Professionals recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial service industry.
**Council is A New York Life recognition program based on annual production.
Ryan Kimes holds FINRA, Series 6 and 63 Securities licenses and has been in the financial industry for over 10 years. He achieved Executive Council** in 2015, 2016, 2017, 2018, and 2019. He has been a member of the Annuity Elite program since 2016. He is qualifying member of MDRT® Million Dollar Roundtable. He graduated from Wayne State College in 2007 with a degree in Business Adminstration with a Concentration in Finance.
*MDRT is the Premier association of Financial Professionals recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial service industry.
**Council is A New York Life recognition program based on annual production.
Jim Herbolsheimer has been in the financial business for over 40 years including 22 years with a local bank and 20 years with insurance industry. He has earned the Chartered Financial Consultant® (ChFC®) and the Chartered Life Underwriter® (CLU®) designations and has FINRA, Series 7, 6, 63, and 66 Securities licenses.
