Today Dr. Allen chats with Kimberle Dyer, one of two founding-partners of Keystone Capital Management Group, LLC, which she helped begin in March 2016. As an Investment Adviser Representative, Kim is committed to helping clients work toward meeting their financial goals. She has been in the financial services industry since 2004. In 2006, Kim co-founded and operated a financial services business in Billings, Montana. It was and still is a thriving business serving ranchers, business owners, and retirement/estate clients.
Prior to her move to North Platte, Nebraska in 1994, Kim began her healthcare career in 1984 in Gillette, Wyoming. The regional hospital in Gillette, Wyoming at the time had an annual operating budget of $200 million. After serving the regional hospital as Controller and then Vice President of Finance, she accepted the promotion to North Platte, Nebraska as the Vice President of Operations. She served 10 years as the Vice President of Operations for the regional hospital in North Platte, Nebraska which had an operating budget at the time of over $400 million and 400 employees.
In today’s chat, listen to Kim’s journey in the real estate and inspiration behind her success. Her journey motivates, inspires and encourages everyone to work hard and achieve their goals.
3 Key Points from the episode:
1. Using a Trust to sell the asset is advantageous.
2. Explore all the options and opportunities before coming to any conclusions.
3. You can do multiple sale inside one trust.
Connect with Kimberle:
Listen to the podcast here or on your favorite podcast app:
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