Owner & President
Kim Fisher is an investment advisor representative (IAR) of Secure Financial Solutions, Inc., a State registered independent investment advisor (RIA), serving customers in Greer, South Carolina and surrounding communities. Kim Fisher’s mission is to provide local families and businesses with innovative financial strategies, solutions and planning that can lead to financial clarity and security. Kim Fisher began her career assisting retirees with their Medicare options in 1983. She had just graduated from Presbyterian College with a business and finance degree and joined Bankers Life and Casualty Company providing life and health insurance. She left that company in 1989 and became an independent agent and decided to add retirement planning and Long Term Care to her list of client services. She became an IAR under her RIA firm in 2008 and now assists her clients with managed money through Gradients Investments, LLC.
Kim is focusing her time working with clients to structure medical and long term care coverage, sound retirement income plans, along with educating them on maximizing available benefits under Social Security and possible pension benefits.
As a woman working in the financial world, it has become very apparent that women are not getting the attention they deserve when it comes to creating their financial plans. For that reason, she has a focus on working with women in transition to ensure that they are empowered with the knowledge required to make the best decisions about their finances.
Working with women and retirees has been the best part of her career, as she continues to gain insight into peoples goals and dreams. She has a great passion in helping to establish security and stability in these challenging times for her clients. Working hand in hand with her clients to set up a plan that will evaluate their risk tolerance, work towards achieving their goals, and help shape a safe and secure financial future.
Her office is located in Greer SC and she lives with her husband Myron of 32 years in Simpsonville, SC. Their son Brett is a graduate of Clemson University and is currently living in Cincinnati, Ohio and working at Sonoco. Their other son Ross is living in North Carolina with his family.
Michael Binger, CFA®
GRADIENT INVESTMENTS, LLC
Mr. Binger is the President of Gradient Investments. He has been with Gradient Investments since 2012 and has more than 30 years of total investment management experience. Mr. Binger’s prior roles include managing multi-billion dollar investment products for a large institutional asset manager. He graduated with a bachelor’s degree from the University of Minnesota and is a CFA® charterholder. We believe that he brings a depth of market experience that is rare within the industry and has been a featured contributor with several media outlets including CNBC, Fox Business, Barron’s, and The Wall Street Journal.
Mariann Montagne, CFA®
GRADIENT INVESTMENTS, LLC
Ms. Montagne is a Portfolio Manager for Gradient Investments. She has been with Gradient Investments since 2014 and has more than 25 years of total investment management experience. Ms. Montagne’s prior roles include equity analysis for institutional fund managers as well as a senior investment analyst position for a $500M registered investment advisor. She is a frequent contributor to media outlets, including CNBC, Fox Business, Bloomberg, and Barron’s. Ms. Montagne graduated with a bachelor’s degree from the University of Detroit and is a CFA® charterholder.
This endorsement of Gradient Investments, LLC is provided by an investment advisor who refers clients to Gradient Investments, LLC. A conflict of interest exists because this investment advisor receives a portion of the annual management fee charged by Gradient Investments, LLC, based on the assets under management of this investment advisor’s clients. This endorsement could assist in the investment advisor increasing the assets placed with Gradient Investments, LLC, and therefore their compensation. These investment advisors are not affiliated with or supervised by Gradient Investments, LLC.