KRUEGER FINANCIAL SERVICES - Key Persons
Job Titles:
- Client Service Representative
Job Titles:
- Office Manager / Operations Specialist
Eric joined Krueger Financial Services, Inc. in 2010. His professional registrations include FINRA Series 7 and 63 which are held with SagePoint Financial, as well as holding his State Life and Health License. Eric is a CERTIFIED FINANCIAL PLANNER TM. He received his Bachelors degree from Arizona State University.
Eric's ability to channel his attention to detail and analytic nature into the financial services industry have made him a valuable addition to the Krueger Financial team. Eric assists in investment recommendation implementation, case management and client meetings.
Kim joined Krueger Financial Services, Inc. in 2010. She started working in the financial services industry in 1998. She oversees the firm and collaborates in investment portfolio management. She received her Bachelors degree from Arizona State University. Kim is a CERTIFIED FINANCIAL PLANNER TM. Her professional registrations include FINRA 4, 7, 24, 53, 63 and 66 which are held with SagePoint Financial, Inc. as well as holding State Life and Health Insurance License.
Kim is a financial advisor at Krueger Financial Services, Inc. Her experience with retirement planning, portfolio construction and wealth management adds value to the Krueger Financial Services, Inc. team approach in developing sophisticated financial planning strategies. She has extensive experience advising individuals, families, and corporations alike. She focuses on breaking down complex issues and developing a concise approach to address the concern. Kim believes no client is too big or too small. She enjoys delivering sophisticated financial strategies and helping her clients with the advice she provides.
Job Titles:
- Financial Advisor
- SagePoint Investment Advisor Representative
- Strategic Member
Tim has been a strategic member of the Krueger Financial Services, Inc. team since 1991. He graduated from Arizona State University, Summa Cum Laude. Tim is a CERTIFIED FINANCIAL PLANNER TM certificant. His professional registrations include FINRA 6, 7, 24, 63, 65 and 66, which are held with SagePoint Financial, Inc. as well as holding his Life Insurance License.
Tim is a SagePoint Investment Advisor Representative and a financial advisor at Krueger Financial Services. His experience in asset management, tax planning, portfolio creation and analysis help our clients develop specific strategies for wealth accumulation. Tim has developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance ideas and use those concepts to pursue their financial objectives. Tim is motivated by being part of helping make meaningful changes in people's lives.