407-284-4911 ext. 121
Kimberly Patton is a retirement representative, visiting Lake County area schools, hosting events and inviting teachers and staff to start saving for their retirement through a 403(b) plan. She also helps clients understand any questions they may have regarding retirement, such as FRS and DROP, and she is fluent in Spanish.
“I thrive on relationship-building and love helping teachers,” Kimberly says. “I work hard to get a smile on their face at the end of a meeting, knowing that I am lending a hand to them as they achieve their goals.”
Kimberly worked in Dallas, Texas, from 2012 to 2015 at an IRA custodian, learning about the financial industry. In the summer of 2015, she moved to Clermont, Florida, where she met Nancy Wilkins, who brought her to the Voyage Retirement Solutions team.
In her free time, Kimberly enjoys running, volunteering at the local Spanish church, reading and writing creative nonfiction. She and her husband, Kevin, enjoy outdoor sports and spending time with their pets: a bunny and three turtles. Kevin works as an upper-school Bible teacher at Real Life Christian Academy.
Kimberly (Kim) Patton, ext. 121 – Servicing Lake County
To schedule a time to discuss your financial future and the possible role of insurance in your financial strategy, contact us at firstname.lastname@example.org or call us at 407-284-4911 today! We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives.
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Securities offered through GWN Securities, Inc. Member FINRA/SIPC. 11440 N Jog Road, Palm Beach Gardens, FL 33418. (561)472-2700. Voyage Retirement Solutions, LLC and GWN Securities, Inc.are non-affiliated companies.
Voyage Retirement Solutions and its representatives do not represent, nor are they affiliated with the Florida Retirement System (FRS).
*Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.
The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.