Kim Wooden

Financial Advisor

Kim is an Illinois native. She moved to the Michiana area in 1987.  Her Bachelor of Science degree is from DePaul University in Chicago where she graduated with an honors Accounting degree and passed the CPA exam in 1986.  Then, in 1993 she received her Master’s in Business Administration from Indiana University South Bend.  She was part of the investment team at a local trust department until 1999 when she obtained an investment franchise with another financial company.  In 2015 Kim joined Compass Financial, a registered investment advisor. 

 Shortly after graduating from IUSB, she was asked to join the faculty as an adjunct professor where she is still teaching economics part-time today.  Kim enjoys developing financial plans for clients and has a small tax and accounting business to round out her services – for both families and businesses. 

Retirement plans for businesses are available and retirement planning for families are a mainstay of her practice.  Her services include many product solutions such as mutual funds, stocks, bonds, annuities, and life insurance.  In her spare time, she loves watching the sun set over Lake Michigan, she loves dogs and gardening.  Her friend Jenn recently had a baby that Kim enjoys spending time with.  She is a member of Hope Community Church in Niles, Michigan, and is active in the DeColores and BSF International communities.