Our Qualifications

Carol Weems, CFP^©, CPFA

Financial Planner

Carol has been working with individuals and businesses for more than 22 years. She holds various licenses and professional designations including her Certified Financial Planner^© and the Certified Plan Fiduciary Advisor certifications. She is a qualified representative and licensed to sell a variety of investment and insurance products.

She is dedicated to developing lasting relationships with all of our clients. Carol believes in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with her is her ability to provide clear, easily understood explanations of financial products and services. The personalized program that Carol can provide is a roadmap to working toward a more secure financial future.

She completed her undergraduate education in accounting and finance at Gonzaga University. She is looking forward to using her experience and knowledge to help you pursue your financial goals. 

Kim Smith

Administrative Assistant

As owner of a freelance graphic design firm for over 25 years, Kim brings a sense of ownership and knoweldge for client relations to the team. With vast experience in managing details, follow through, and dedication to a thorough completion of each project, she affords CJK Investment Consultants one more avenue of client care and professionalism.