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Thank you financial industry: What brought me to today

Thank you financial industry: What brought me to today

Thank you financial industry: What brought me to today

  • From introducing new Asset Classes to Financial Advocate to Providing Real Time Financial Communication Techniques 
  • Created KMH Unlimited in 2003 to problem solve, interpret the financial lingo and conduct financial education workshops 
  • Held securities licenses 7, 63, 65, 35 from 1999-2015
  • Introduced a new asset class with the Rogers Interna

  • From introducing new Asset Classes to Financial Advocate to Providing Real Time Financial Communication Techniques 
  • Created KMH Unlimited in 2003 to problem solve, interpret the financial lingo and conduct financial education workshops 
  • Held securities licenses 7, 63, 65, 35 from 1999-2015
  • Introduced a new asset class with the Rogers International Raw Materials Funds
  • Having a dual registration with Euro Pacific Capital 2006-2011, I helped investors navigate foreign equities, including currencies, into their portfolios
  • Throughout my career I have raised capital, managed over $100MM in foreign opportunities, directed channel relations, including compliance, and built solid longstanding relationships.

Dakota and I are giving back by making people smile

Thank you financial industry: What brought me to today

Thank you financial industry: What brought me to today

 Dakota is THE Financial Therapy Dog!

There was a litter of 9 at the Westchester Human Society.  The runt, now Dakota, picked me. 

Today, four years later, we are nationally registered with Pet Partners as an Animal Assisted Therapy Team. 

Locally, we volunteer with SOUL Harbor Ranch and words cannot express how the interactions with the peo

 Dakota is THE Financial Therapy Dog!

There was a litter of 9 at the Westchester Human Society.  The runt, now Dakota, picked me. 

Today, four years later, we are nationally registered with Pet Partners as an Animal Assisted Therapy Team. 

Locally, we volunteer with SOUL Harbor Ranch and words cannot express how the interactions with the people and children we visit, touches my heart.  

https://www.soulharbourranch.com/ 

 

I currently serve on the Board of Directors at Mill Circle Equestrian, a 501c3 equine therapy facility located outside of Boston.


Equine therapy riding facilities, where my passion for animal therapies began, 13 years ago!

A horse enthusiast and competitor by nature

Thank you financial industry: What brought me to today

A horse enthusiast and competitor by nature

 I started riding horses at the age of 6 and competed at the top venues of the show jumping arena for well over a decade. I even dabbled in Polo Ponies and barrel racing!

  After college, I spent the next 2+  decades traveling throughout the country exercising thoroughbred race horses at premier race tracks. I was completely entrenched and

 I started riding horses at the age of 6 and competed at the top venues of the show jumping arena for well over a decade. I even dabbled in Polo Ponies and barrel racing!

  After college, I spent the next 2+  decades traveling throughout the country exercising thoroughbred race horses at premier race tracks. I was completely entrenched and swept up into the upper echelon of the sport of kings! 


 As an independent licensed investment expert, I was able to exercise race horses in the early mornings and work with investments in the afternoon. 

 

Retiring from the race horses in 2015, I now teach little ones riding lessons on Saturdays. 

My story: It's not what you do, it's why you do it.

From introducing asset classes to financial advocate to financial communications; progressing through an industry I love!


KMH Unlimited LLC was created in 2003 for one reason: to problem solve for my clients that did not involve the brokerage firm that I was affiliated with, and yet, was investment related.  Over the past 2 decades client and colleague requests combined with my expertise and passion, KMH Unlimited has evolved into a first class consulting/financial communications firm for individuals, entities and families. 

Now, in 2022, KMH Unlimited has been refined to combine my passions, global connections and expertise to empower you, make strategic introductions and mitigate your frustration with the success process to Make the right communication connections for YOUR financial future! 


Why do I do this?  

  1. Financial communication doesn't have to be a foreign language or intimidating.  
  2. To guide people to financial confidence to overcome the hesitation to have conversations that make them uncomfortable, 
  3. From beginning to end, 2 legged or 4 legged, it's all about learning how to create, keep and enhance ALL relationships through clear transparent communication.  

   

This is my story.

Surrounded by forward thinkers throughout my life, I have a strong entrepreneurial spirit and have been a competitive “go getter” all my life.  I started riding horses at the age of 6 and competed at the top venues of the show jumping arena for well over a decade.  I have successfully owned and operated 3 separate companies: K & C Plowing as a teen, Pendleton Farm in my 20's and KMH Unlimited.  As a teen, I owned and operated my own snow plowing business.  I graduated high school in 3 years and, from there, left home to become the assistant director of a children’s center at a world class ski resort.  Realizing I needed that piece of paper to further any career, I returned home to earn an honors degree in Marketing with a minor in Finance in only 3 years from the University of Illinois at Chicago.  

   

In 1991 my mother passed away unexpectedly.  I was devastated.  Within 3 years I, literally, ran away  from home. I sold my business, left my marriage and Illinois to spend the next 2+ decades traveling throughout the country exercising thoroughbred race horses.  I was swept up into the upper echelon of the sport of kings! 

 *As the first person in my peer group to lose a parent, I have spent the subsequent 30 years as the 'go to expert' helping friends, family, colleagues and clients navigate the waters of loss, distribution of assets, taking care of 4 legged family members and 2 legged family communication. The heartache of family battles CAN be avoided!


In 1999 I joined forces with Oakbrook Investment Brokers Inc and obtained my securities licenses 7, 63, 65 and 35.  My passion for clients and investments flourished!  Focusing on raw materials, I became an integral part in breaking escrow and growing what soon became the number one performing index fund in any asset class in the world; the Rogers Raw Materials Funds.  As an independent licensed investment expert, I continued traveling to exercise race horses in the early mornings and work with investments in the afternoon. 

*There were 5 of us to do an SEC regulated launch. I became the commodities expert in internal and external communication, marketing and PR.  I coordinated efforts with brokerage firms, administrators, custodians and compliance.  I built solid, ongoing relationships from all walks of life and loved it!


2001 brought down the twin towers and changed the face of the financial world forever.  I brought my investment expertise to the big firms that sustained extensive human loss and heartache. I moved to upstate NY to join forces with Morgan Stanley.  After helping the Albany, NY office transition and gain traction, I went back to more independent affiliations. Listening to client requests to go back to my roots, I became dual registered with Euro Pacific Capital and Oakbrook Investment Brokers.  I was now part of the global stage and, literally, a whole world of investment opportunities was at my fingertips.


In 2007 I was recruited by a Canadian firm to launch another raw materials index fund in the US that was to be headquartered just outside of Chicago.  I was going home!  The second raw materials fund never did launch but I had the opportunity to work closely with my father, every day.  Time we would not have had as he lost his battle with cancer in 2011.   

For the next 7 years I was back on the east coast; horses in the mornings, investments in the afternoon.


I am now back in the Chicago area.  For decades I have watched entrepreneurs, the investment landscape, the 501c3 arena and individual behaviors evolve to embrace the growing need for innovative thinking, real time financial communications specialists.  My mission is to make individuals, entities and families to successfully and comfortably navigate the financial communications landscape by listening and tailoring communication narratives to keep it simple, keep it real, for YOU.  



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