I Can’t Believe I’m Retiring

May 17, 2022 By Kimberly A. Cox, CFP®
 Kimberly A. Cox, CFP® West Financial Services

I came to work at West Financial Services just over 24 years ago. Joining a small, financial planning and investment management firm with less than 10 employees and approximately $250 million of assets under management was a definite mid-life, career change event for me. Prior to this I had finance positions, mostly at large corporations while running a few small businesses on the side as well.

Then I met Glen Buco while getting my CFP® certification. He was teaching the investment management part of the curriculum. Glen offered me a job on the spot, and after a long-planned trekking adventure in Nepal, I started working at WFS in April 1998. Who would have ever thought I’d work at the same company for the next 24 years?

I was already fairly knowledgeable about investments, but Glen and Kristan Anderson took me on as a project and taught me how to be a true financial planner. They were outstanding teachers and I absolutely fell in love with the planning, the strategies and even more with the clients. To this day, I enjoy everything about the financial planning process. I had always had a technical and analytical career, so from that aspect, planning was a natural fit. When Glen made me go to a networking event, it came as a total surprise to me that I was actually good at talking to people about the things we do for our clients at WFS. This started yet another new path for me. 

I found that I really enjoyed meeting new people and talking to them about the varied aspects of financial planning and investment management. I thought (and still think) that West does a really, really good job for our clients. Working for a firm that I respect, alongside people with a wonderful work ethic, and shared philosophy, made it easy to share this with anyone who would listen! 

Along the years, I have helped clients decide whether or not to buy a mining operation in the Midwest; sell their businesses; and most importantly, guided so many clients in how to best take care of their families through estate and financial planning. The relationships and friendships I have formed with clients during the years are what I treasure most. It is truly heartwarming to get to know, and work with, parents and grandparents, children and siblings. We love to be involved with an entire family - even the family dogs! What a rewarding job to have!

As I wind down my career here at WFS, the thing I will miss the very most are the fantastic, caring, fun people with whom I work. Amazingly there are 10 people here who I have worked with for well over a decade. And the younger staff have an energy and creativity that keeps everything fresh and exciting. I just plain love the people I work with, both clients and staff.

I intend to keep in touch with all my friends at WFS and hopefully, many of my clients as well. You are all a huge part of my life. I will think of you as I hopefully revisit Nepal, and Patagonia, and Africa and SO many other places I have yet to explore!!

I wish everyone a happy, successful and adventure-filled future.

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