LISA KIM
LISA KIM
About Me
Lisa is a Senior Financial Advisor with 21 years of experience currently serving the Rock County areas. Whether her clients are saving for retirement, their children's or grandchildren's college fund, or preparing to retire, Lisa helps clients determine specific investment directions to help keep them on track to help keep them on track for pursuing their financial goals.
Prior to joining the BMO Investment Services team, Lisa was a Branch Manager with Citibank. Lisa earned a Bachelor of Arts degree in Personal Finance from the University of Wisconsin - Madison. She is a CERTIFIED FINANCIAL PLANNER™ and holds securities licenses 7, 26, 63, and 66, held through LPL Financial along with her life, health, and annuity insurance licenses.
Lisa was awarded the Best of the Best Wealth Manager in 2022 from The Gazette*. She stays active in the community as the past Secretary for the Rock County Historical Society and was a Assistant Coach for the Milton Soccer Club. Lisa lives in Janesville with her husband and their twins. In her spare time, she loves spending time with the family, bike riding and traveling.
Services offered
- Wealth Planning
- Investment Management
- Retirement Planning
- Insurance and Risk Management