About
About Us
Our investment management and strategic wealth planning services are meticulously crafted to align perfectly with your financial aspirations and individual circumstances.
We recognize that every client is unique, and thus, our approach is highly personalized. Through a comprehensive understanding of your goals, risk tolerance, and timeline, we develop tailored investment strategies that optimize growth potential while mitigating risks. Our team of seasoned professionals is dedicated to providing transparent and insightful guidance, ensuring that you have the knowledge and support necessary to navigate the complexities of wealth management confidently. Whether you’re aiming to build a robust portfolio, plan for retirement, or achieve any other financial milestone, we are committed to delivering solutions that are right for you.
Our Team
At AIM Wealth Management Group, we expect our team to deliver exceptional client service and professionalism. Prioritize clients’ needs, maintain high ethical standards, and stay updated on industry trends. Collaborate, innovate, and commit to continuous learning to exceed expectations and build lasting trust-based relationships.
James Curran
James is happily married to Nely and has three daughters, Addy, Isla and Miley. He enjoys family outings to MLS and MLB games, as well as his daughters soccer tournaments and if time permits an occasional round of golf.
Kristin Mendenhall
A shining star in customer service within our wealth management group. Kristin brings 14 years of banking experience to our team.
Kristin’s journey began in 2006 at a Wells Fargo in-store branch, where her talent quickly led to a promotion as lead teller upon transitioning to a larger traditional branch. Her ascent continued with a role as Customer Service Manager, followed by a position as a Business Relationship Associate, catering to high-value business clientele.
Outside of work, Kristin finds joy in socializing with friends, attending live local music performances, and capturing memorable moments through photography. While she may not have human children, Kristin’s heart belongs to her beloved feline companions, making her a proud cat mom.
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