Laying the Foundation to Your Financial Success
We believe the key to your financial success lies within a solid foundation. Keystone Capital Management Group, LLC was formed with a clearly defined mission to build solid financial foundations and long-lasting relationships that are poised to withstand volatility and turbulent times ahead.
The large stone at the top of an arch that locks the other stones in place; something on which other things depend for support. It is a central or most important part; the one thing upon which everything else depends.
Keystone Capital Management Group
At Keystone Capital Management Group, we create lifelong strategies and relationships made to withstand the certainty of uncertainty.
Kimberle Dyer, MBA, CEPA, Enrolled Agent
Kim Dyer is one of two founding-partners of Keystone Capital Management Group, LLC, which she helped begin in March 2016. As an Investment Adviser Representative, Kim is committed to helping clients work toward meeting their financial goals. She has been in the financial services industry since 2004. Kim helped develop her company’s trademarked DNA process, Dynamic Needs Assessment™, which is holistic and focuses on 5 key areas of financial life.
In 2006, Kim co-founded and operated a financial services business in Billings, Montana. It was and still is a thriving business serving ranchers, business owners, and retirement/estate clients. After 10 years she successfully sold the firm to her co-founding partner in order to facilitate her move to Arizona with her husband. She and her partner managed over $40 million in assets for their clientele.
Prior to moving to Billings, Montana, Kim went back to school full time in 2003 to complete her MBA from the University of Nebraska. Prior to her move to North Platte, Nebraska in 1994, Kim began her healthcare career in 1984 in Gillette, Wyoming. The regional hospital in Gillette, Wyoming at the time had an annual operating budget of $200 million. After serving the regional hospital as Controller and then Vice President of Finance, she accepted the promotion to North Platte, Nebraska as the Vice President of Operations. She served 10 years as the Vice President of Operations for the regional hospital in North Platte, Nebraska which had an operating budget at the time of over $400 million and 400 employees.
Kim received her BA in Accounting from the University of Wyoming. She currently holds the Certified Exit Planning Advisor (CEPA) designation and served for 3 years as President of the local of the Exit Planning Institute in Arizona. Most recently, Kim attained the IRS designation of Enrolled Agent. Kim is originally from Cheyenne, Wyoming but now resides in Glendale, Arizona where she enjoys golfing, following sports and family.
Pam collaborates with clients to define clear financial goals with realistic expectations, working hard to help protect them from emotional decisions that can negatively impact their long-term financial success.
After an eight-year banking career in the early 1980s, Pam returned to the financial industry in 2003 as a Registered Representative. In 2008, she became an Investment Adviser Representative, which means she is required to uphold a fiduciary duty of care and always act in the best interest of her clients. She has passed the FINRA Series 6, 63 and 65 exams and has insurance licenses in Arizona, California, Idaho, Nevada, New Jersey, New York, Oregon and Utah. In 2020, Pam earned her National Social Security Advisor Certificate Holder designation through NSSA®. Her forte lies primarily in asset management and in guiding clients to and through retirement.
Pam understands the accumulation and retirement challenges that many employees and business owners face as they navigate through their retirement plans and benefits. She also finds great satisfaction from working with aging adults, particularly women in transition. Through her personal and professional experience, she understands the unique challenges and communication barriers that exist for clients relating to finance and investments. People work with people they like and trust.
Pam enjoys being active in the community through volunteer opportunities in her church, philanthropic organizations and networking groups aimed at improving the lives of fellow citizens. Some of her activities include the Golden Wheel Organization, 1999–2012; Dynamic Business Builders of Arizona, 2004–2012; West Valley Women, 2011–Present; Executive Women International Member, 2012–2015; Avondale Mayor’s Interfaith Council, 2012–2016; Community Service Specialist – JustServe.org, 2014–2019; and Board of Directors member at Sierra Winds Retirement Community, February 2016–Present; Action Committee Member for Dementia Friendly America® initiative within the City of Glendale 2021.
An avid public speaker, Pam has been a keynote speaker at many women’s conferences and also has served as an instructor for adult continuing education classes.
Pam and her husband, Dave, have lived in the Valley since 1985 and have three children and eight grandchildren. Her husband’s struggle with multiple sclerosis has led Pam to strive, support and collaborate with other families affected by the disease.
Two of Pam’s favorite quotes are:
“You will come to know that what appears today to be a sacrifice will prove instead to be the greatest investment that you will ever make.” –Gordon B. Hinckley
“Never take advice from anyone who doesn’t have to live through the consequences with you!” –Kevin O’Leary, “Shark Tank”
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To schedule a time to discuss your financial future and the possible role of investments and insurance in your financial strategy, contact us at Team@keystonegroupaz.com or call us at 623.299.9710 today!
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