Your Kimball Creek Partner Team is Growing!
We are pleased to announce Erica Bearer has joined the Kimball Creek Partners team as our office manager.
Erica is a veteran in financial services, having previously worked for another wealth management firm. In addition, Erica has held administrative positions in the health care and recycling industries. A native of Washington, Erica lives in Spanaway with her husband and two boys. She is an active member of the PTA, serves as a Sunday School Teacher, and enjoys home improvement projects.
We feel fortunate to bring on an experienced professional like Erica. Her expertise in handling office duties will allow Dean and Brock more time to focus on the most important part of Kimball Creek Partners: You
As we begin to wind down 2021 and look forward to 2022, we are focused on achieving excellence for you in both service and performance. To help meet these goals, Brock has moved over to an advisor role and directly assists Dean in building financial strategies.
The current and future growth of Kimball Creek Partners is designed to strengthen your team so we can provide excellent services for decades to come. If you are wondering, Dean has NO plans to retire (he enjoys his job too much).
In 2022 we look forward to having more conversations about what matters most to you, and how your financial strategy can support those priorities. Thank you for you support and business.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice and financial planning offered through Financial Advocates Investment Management, DBA Kimball Creek Partners, a registered investment advisor. Financial Advocates Investment Management, Kimball Creek Partners and LPL Financial are separate entities.