Kim Abmeyer, CFA, CFP®, EA

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  (214) 544-9450

Portfolio Manager

Kim’s 24-year journey from sales assistant to portfolio manager reflects a deep commitment to lifelong learning and trusted client relationships. As a Chartered Financial Analyst (CFA), Certified Financial Planner™ (CFP®), and Enrolled Agent (EA), she brings both technical expertise and a mentorship mindset to her role — particularly in supporting professional women seeking to make an impact and build a lasting legacy.

Her dedication to the profession includes service as a long-time board member and past president of the CFA Society of Dallas/Fort Worth, as well as a current member of CFA Texas. She also contributes meaningfully to her local community through her involvement with Altrusa International of Downtown Dallas, where she is a long-time member, past board member, and past president, and previously served as Board Chair for the Altrusa International Foundation.

In her free time, Kim enjoys playing golf and spending time with her family.