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VIP Biography for
Kim Diane Wooden, CPA, MBA

Member PhotoKim Diane Wooden, CPA, MBA
IndustryFinance
TitleFranchise Owner/Personal and Business Advisor
ExpertiseBusiness consulting, planning for executives, retirement planning for families and individuals; public speaking; CPA designation 1986
Current OrganizationAmerican Express Financial Advisors Inc.
Type of OrganizationConsulting
Major ProductStocks, bonds mutual funds, retirement plans, financial planning, retirement planning, insurance planning
Area of DistributionSouth Bend, Indiana
University/DegreeB.S. with Honors, Commerce and Accountancy, DePaul University, Illinois; M.B.A., Indiana University at South Bend
BornOctober 17, 1956, Chicago, Illinois
Honors & AwardsPresidents Recognition Award, 1999, 2000 (Quality of Advice); Advanced Advisor Group, 2000; Who’s Who Among Students in American Universities and Colleges
AffiliationsA.I.C.P.A.; Illinois CPA Society; N.A.S.D.; Chamber of Commerce-Ambassador; Adjunct Business and Accounting Professor, Indiana University at South Bend
Hobbies & SportsSinging, Cocker Spaniels, music, gardening, beach-time, news junkie
Career AccomplishmentsHer interest in helping people with their finances, her background in investments and her several years of teaching experience, makes her position at American Express Financial Advisors a logical career choice as it combines two of her passions into one; she is able to communicate a complicated topic to her clients as they work toward their financial goals
Work History1985-87, Skil Power Tools (a Division of Emerson Electric), Financial Analyst; 1987-99, 1st Source Bank, South Bend, Indiana, Accounting Dept. 1987-90, Trust Dept. 1990-99
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