Kim Boston is responsible for advanced case design at Goldstein Financial Group, LLC (GFG). During her career, Kim has developed an in-depth knowledge of insurance products and wealth transfer strategies through the effective use of life insurance.
Prior to joining GFG, Kim worked with M Financial Group for seven years, beginning her career with M Benefit Solutions, an M Financial Member Firm. In this position, her responsibilities included the creation of Bank Owned Life Insurance (BOLI) client presentations and executive benefit plan annual reports. Following M Benefit Solutions, Kim joined M Financial Group, where she collaborated with the product development, sales support and advanced markets teams. She focused on Corporate Owned Life Insurance (COLI), executive benefits and advanced planning strategies, in support of more than 135 M Member Firms.
Kim also has extensive experience in the utilization of life insurance for wealth transfer applications, working with product analytics, stress testing and insurance carrier financial reports. She has personal relationships with executives at both M Financial and at the M Financial core carriers, and extensive knowledge of M proprietary products.
Kim is currently studying to obtain her CLU designation. She received her Bachelor of Science (BS) in Economics with a minor in Mathematics from Linfield College in McMinnville, Oregon. Kim and her husband, Jacob, have three daughters and live in Portland, Oregon.