NORTH SHORE CAPITAL PLANNING - Key Persons
Job Titles:
- Associate and Strategist
- Investment Advisor Representative and Director
Ben Kimla is an investment advisor representative and director of case design.
He has experience in financial planning, insurance, retirement planning, and advising independent financial advisors across the United States.
He received his undergraduate business degree from Texas A&M University with an emphasis on Finance.
He is continuing his education by pursuing the designation of a Certified Financial Planner (CFP).
In his free time, Ben enjoys golfing, fishing, reading and living a healthy lifestyle.
Job Titles:
- Client Relationship Director
Elizabeth is experienced in new business processing, client relations and financial case design.
Elizabeth worked in the oil and gas industry soon after graduating from Auburn University. In 2014,
Elizabeth made the leap to the financial industry, and has moved her way up as our Director of New Business and Client Relations.
She is currently enrolled in the Accountancy Program at the University of Houston to become CPA licensed.
Kimberly Castillo is a case designer at College Funding Evolution.
She's part of a team that designs college funding solutions using non-qualified assets, while simultaneously planning for retirement.
She holds a Bachelors degree in Finance from the University of Houston and has completed the required coursework for the Certified Financial Planner designation.
Nick Randazzo is the President and Founder of North Shore Capital Planning. He enjoys knowing that our clients may sleep better at night because they have a plan. Having a plan builds confidence. To build a plan you must understand objectives and risks, and set reasonable expectations for rewards. Guiding his clients through the planning process is what drives Nick.
He appreciates the value of a dollar, as anyone growing up and working hard would. While some folks consider honesty, integrity, and strong work ethic small-town values, to Nick that is all he has ever known. He has applied these values to his career in the financial services industry spanning over a decade. It's these characteristics that his friends, members of the community, and business relationships have come to appreciate.
His client's value his systematic and methodical approach to building a plan between their working years and their retirement. Nick's comprehensive approach to technical portfolio analysis and retirement income planning demonstrates his attention to detail. He assists his clients with strategies that potentially reduce risk, and address their concerns regarding outliving their money in retirement. He strives to reduce the crippling effects of stress and anxiety when it comes to his clients' financial well being.
Nick and his wife Kelli live on the water in Slidell, LA where they take every chance they can to enjoy the outdoors. Whether it is just the two of them going for a boat ride or a big group of friends heading to dinner, you can usually find them enjoying themselves on the canals of Eden Isles.