AJ Kimes
Strong relationships are the key to developing long term client loyalty, and AJ demonstrates his ability to build and maintain them on a daily basis. As a trusted advisor, he seeks to uncover the unique challenges his clients face, so he can in turn offer relevant and timely solutions. As one of two advisors recognized in EmVision Capitals’ second generation, AJ wears several hats. As a team, developing financial models, preparing retirement plans or employer sponsored plan documents, and positioning assets for generational giving, ALL EmVision Capital team members strive to help families find comfort on the journey to a secure financial future.
AJ cherishes his daily commute across town and uses it as an opportunity to set the tone for his day by humming his favorite songs (please ask, he will give you a long-winded answer) and practicing gratitude. When not spending time with clients, you will find AJ resolving client inquires, monitoring markets, preparing documents or data for future meetings, and periodically acting as the firm’s social director! He thoroughly enjoys his time connecting with individuals and appreciates the opportunity to learn about each client’s unique personality and experiences. When AJ wraps up his time in the office, he finds himself checking in on his loved ones while on the way to the gym, sand volleyball, or to coach The University School Preppers Varsity Baseball Team. As a proud Alumni of the University of Dayton, you might also catch him taking in some Flyer hardwood action come basketball season!
AJ is an adept resource, consistently doing what is in the best interest of the client and ensuring they have a clear understanding of their options when making financial decisions. His strong moral compass proves his sincerity and devotion to the client, acting in their best interests without fail. AJ often is recognized by clients for having an infectious personality and ability to make often mundane conversations interesting, informative, and inclusive.
When curious about rolling over employer 401(k) plans, retirement or family planning, best strategies when preparing for financial windfalls, or other generic financial questions, please reach out to AJ. He will be sure to hit a home run and you’ll be dancing to your favorite song on your way to a secure financial future.