Illumination Wealth Management

Kimberly Mamaril is a CFP® professional with six years of industry experience, currently serving as an advisor at Illumination Wealth Management. Her prior roles include positions at T. Rowe Price, CIC Wealth, Kestra Advisory Services, and Las Olas Capital Advisors. She also holds an operational leadership role as COO at 7RCC Global, focusing on financial product development and business operations. Illumination Wealth Management is a registered investment adviser that serves individuals, trusts, corporations, and retirement plans with comprehensive Financial Life Management, combining financial planning and investment management. The firm employs client-specific investment policy statements and strategic asset allocation models, emphasizing long-term allocation and offering additional services such as pension consulting and employee education.

David Kim is a CFP® professional with two years of industry experience, currently serving as an advisor at Illumination Wealth Management. His prior roles include positions at IP Financial Advisory Services LLC, Greatstone Wealth LLC, Sharenett Securities LLC, and Duffy Financial LLC. Outside of advisory work, he is an independent licensed life and health insurance agent based in Denver, CO. Illumination Wealth Management is a registered investment adviser serving individuals, trusts, corporations, and retirement plans with comprehensive Financial Life Management that integrates financial planning and investment management. The firm employs client-specific investment policy statements and strategic asset allocation models with ongoing portfolio monitoring, and operates nine offices along with an affiliated family office providing administrative services.

Norman Mangina is a CFP® and holds a Series 65 license with 10 years of industry experience. He has been with Illumination Wealth Management since 2015. Illumination Wealth Management serves individuals, trusts, corporations, and retirement plans, offering comprehensive Financial Life Management that integrates financial planning with ongoing investment management. The firm emphasizes client-specific investment policy statements and strategic asset allocation, with regular portfolio reviews and a focus on long-term allocation.

John Kenny is a Certified Financial Planner (CFP®) with nine years of industry experience. He is currently with Illumination Wealth Management, where he has worked since 2022. Prior to this, he held roles at Savvy Investments & Planning LLC and MML Investor Services. Illumination Wealth Management serves individuals, high-net-worth clients, trusts, corporations, and retirement plans by providing comprehensive Financial Life Management that integrates financial planning and ongoing investment management. The firm employs client-specific investment policy statements and a strategic asset allocation approach with tactical adjustments, monitoring portfolios regularly with a focus on long-term allocation.

Steinar Jewett is a CFP® with four years of industry experience, currently serving at Illumination Wealth Management since 2023. His prior roles include positions at Vincere Wealth Management, Gener8tor, LILT Inc., Butler University, Menard, Inc., and Memorial High School. Illumination Wealth Management is a registered investment adviser serving individuals, trusts, corporations, and retirement plans with comprehensive Financial Life Management that integrates financial planning and investment management. The firm emphasizes client-specific investment policies, strategic asset allocation with tactical adjustments, and ongoing portfolio monitoring, operating across nine offices and offering a range of fiduciary and administrative services.

Sara Gawick is a CFP® and holds a Series 66 license with eight years of industry experience. She has worked at Illumination Wealth Management since 2022, following prior roles at Ameriprise Financial Services and Wells Fargo Advisors Financial Network. Illumination Wealth Management serves individuals, trusts, corporations, and retirement plans with comprehensive financial planning and investment management. The firm uses client-specific investment policy statements and strategic asset allocation models, emphasizing long-term allocation and ongoing portfolio monitoring.

Christine Papelian is a CFP® professional with 13 years of experience in the financial services industry. She currently works at Illumination Wealth Management and has held prior roles at Sterling Investment Counsel, LPL Financial, REDW Wealth, Smarter Financial Solutions, and Charles Schwab. Illumination Wealth Management serves individuals, trusts, corporations, and retirement plans, offering comprehensive Financial Life Management that includes financial planning, investment management, pension consulting, and employee education. The firm employs client-specific investment policy statements and strategic asset allocation models with regular portfolio monitoring, emphasizing long-term allocation strategies.

Matthew Rinkey is a financial advisor at Illumination Wealth Management with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Illumination Family Office since 2021. He is also the president and owner of Illumination Family Office, which provides family office services to individuals and businesses. Illumination Wealth Management serves individuals, trusts, corporations, and retirement plans by offering comprehensive Financial Life Management that integrates financial planning with ongoing investment management. The firm uses client-specific investment policy statements and strategic asset allocation models, emphasizing long-term allocation and regular portfolio monitoring.

Benjamin Rinkey is a financial advisor at Illumination Wealth Management with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Illumination Wealth Management since 2014, following a period at Ben Rinkey & Associates, LLP. Illumination Wealth Management serves individuals, trusts, corporations, and retirement plans, providing comprehensive Financial Life Management through financial planning and investment management. The firm uses client-specific investment policies and strategic asset allocation models with tactical adjustments, monitoring portfolios regularly with an emphasis on long-term allocation.