Who We Are

I entered the financial service industry in 1982 and quickly discovered my passion for helping people with estate, financial, and retirement planning. It has become my life’s work.

Over the years I have been able to help thousands of people navigate through investments, annuities, social security and more to provide and protect a dignified retirement lifestyle. Proper retirement planning seeks to minimize risk and still provide market returns. I pride myself in our ability to do just that. In these turbulent economic times, this approach is more important than ever.

My life has been truly blessed as a result of the opportunity to work with retirees from all walks of life and it is my goal to continue to make a difference in their lives.

Kim is responsible for overseeing the daily operations of the company departments  to ensure that the company’s processes are efficient and effective, and works to improve them when necessary. She  oversees all departments and manages the company’s staff. 

As Executive Assistant she is responsible for providing administrative support to the President and CEO of Torimax Financial Group . She is also responsible for preparing reports and presentations, conducting research, Assisting with all new client incoming business  and performing a majority of other tasks as they present themselves.  

Siouxsie handles all facets of Customer Service, including answering phones ,scheduling appointments, file maintenance , updating client contact data, beneficiary changes, setting up systematic income withdrawals, additional deposits or one time withdrawals. She also generates account statements on request and seeks to solve any customer service issues you might encounter. Technology savvy, she will also lead our efforts to communicate with you efficiently and accurately on current events that may affect you as well as provide timely notifications on any financial issues that affect us all.