Broker Check

Kim Jessey, Client Relationship Manager

Karen Jessey, ChFC, CLU, RICP, CExP

“Having been in the financial services industry earlier in my career, I realized then how much I enjoy helping people achieve their financial goals.  This opportunity at Strategic Wealth Partners came about and I couldn't pass it up. 

It's wonderful working with such a friendly and professional team who are extremely dedicated to their clients and their needs.”

Client Centered

For over 12 years, Kim worked in property management, thoroughly enjoying the need to coordinate and oversee a multifaceted position. She holds a Colorado Life & Health license.

Everyone’s situation is unique which is why we work side by side with you to bring together all the pieces of your financial life. We take a proactive approach in helping develop a step-by-step plan to address your financial goals and objectives, using some of the most efficient methods available. Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.

Strategic Wealth Partners

Strategic Wealth Partners

Neill and Karen joined forces in 2013 and Strategic Wealth Partners was born.

Our dedicated #team approach to financial coaching is an effective methodology for clients with a variety of needs and situations. We are with our clients while navigating through their life events and the world of financial services. Our tailor-made strategies, cultivated from several perspectives with diverse backgrounds, education, and experience has near and long-term benefits for our clients.

We are very proud in knowing that we help people pursue the type of financial future they dream about. 

Kim out of the Office

Kim out of the Office

In her spare time, she is a mom to 4 grown sons. 

She loves being at the beach or pool, decorating, gardening and most especially being with her rescue dog, Daisy. Kim, and her boyfriend, Alan, enjoy exploring Colorado and going wherever the adventure takes them.

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