Kim Vance

Vice President


Kimberly Vance was born and raised in Pascagoula, Mississippi and graduated from Pascagoula High School in 1986. She attended the University of Southern Mississippi, where she graduated in 1992 with a Bachelor's Degree in Accounting. Kimberly relocated to the Jackson Metro Area after Hurricane Katrina. She spent 15 years in the Ministry, which caused her to speak for Woman's conferences and Bible study. With her extensive background in accounting and insurance she is able to meet her clients needs and help them maximize return on assets and minimize tax liability.

In her personal life she has two daughters Malorie age 23 and Madison age 20. She is a member of Hope Fellowshipin Brandon.

Her goals for her clients are:

  • Safety of Assets
  • Tax-Favored Treatment
  • Liquidity of Investments
  • More Interest on Savings
  • Guaranteed Lifetime Income
  • Protection for Nursing Home Care
  • By-passing Probate & Estate Taxes
  • How to Pass Down Your IRA Tax Free


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We have a wealth of experience in the financial services industry.

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