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Kim Green

Benefits Analyst

Kim Green has spent more than 22 years helping others achieve peace of mind through individualized plans that allow her clients to navigate through the waters of financial retirement optimization during these uncertain times. With experience that ranges from estate planning to financial consulting, she creates simple actionable steps for each client that will help achieve the most favorable outcome.

Her client portfolio includes military members, federal employees, and non-federal civilians.

Kim’s leisure activities are usually spent doing volunteer work. She is a former firefighter and lifelong animal lover, and she dedicates time each week at a local animal shelter.

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Meet Our Team

Dave Baker

Founder, Managing Director

Kim Green

Benefits Analyst

Kirk Rogers

Benefits Analyst

Doug Singer

Investment Advisor


Nautica Asset Management


480 N. Canton Center Rd.
P.O. Box 87919
Canton, Michigan 48187


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