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Kim Gattis

As a Certified Financial Planner®, Kim is responsible for creating dynamic plans for individuals, families and business owners. As part of UMB Bank wealth team, she helps clients identify their life priorities and assists them with formulating a plan to meet their specific needs while helping them find direction and meaning through the process of wealth accumulation, preservation and transfer.

Education

  • Master of Business Administration, Wichita State University 
  • Bachelor of Business Administration, Bachelor of Business Administration, Wichita State University 

Expertise in

  • Financial Planning
  • Wealth Management

The decision [for when to take Social Security] isn’t always so simple – it depends on many factors such as other sources of income, spousal benefits and income, lifestyle needs, and individual health and longevity considerations.

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