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We are fiduciary advisors who have the passion necessary to provide objective guidance and insight to our clients.

In our efforts to advance the interests of our clients, one thing is absolutely clear—each person's situation is different. Therefore, our approach is to pursue an in-depth understanding of your situation as well as the personal values you hold. Over a 41-year career, this simple yet intimate approach has helped us guide our clients toward their goals and has produced many rewarding relationships along the way.

We both hold the CERTIFIED FINANCIAL PLANNER™ Certification and are Certified Senior Advisors, and we are investment advisor representatives of KMS Financial Services, Inc.

Richard and Amy Ivester


* Securities and advisory services offered, in states where licensed, exclusively through representatives of KMS Financial Services, Inc., Member FINRA/SIPC and an SEC Registered Investment Advisor.

Check the background of this investment professional on Finra's Brokercheck.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Plannerô and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements..


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