©2018  Kim Shappee


Whether it is Stellenbosch, South Africa or Missoula, Montana, access to capital and financial counsel creates jobs, grows an economy, and creates a better life for individuals and communities. This is where Kim’s passion for financial advising began, with her work in lending and seeing firsthand how impactful financial guidance can be.

Kim was born and raised in Missoula, Montana and although her education and career pulled her away briefly, she is delighted to call Montana home once again. Kim has extensive experience in banking and finance. Prior to moving into financial advising, she was the Senior Credit Officer and Senior Vice President at Bank of Montana, a Private Business Bank based in Missoula, that she helped found. Kim is president of the University of Washington’s 2012 Class of the Pacific Coast Banking School and a Babson College Entrepreneurship graduate.

Prior to her work at Bank of Montana, Kim served as an Assistant Vice President at Montana Business Capital Corporation, where she focused on commercial lending, real estate development, and economic development lending. Before joining Montana Business Capital Corporation, she worked in South Africa teaching entrepreneurial empowerment and microlending to Xhosa, Afrikaans, and Zulu students at the University of Stellenbosch and in South African townships. Additionally, Kim’s professional experience includes working at the Gillette Corporation in its Latin American Global Business Development sector.

After the 2008 financial crisis, Kim decided to start offering a four-week, free, women-specific personal financial management class. She grew these courses into a year-round offering in Missoula and currently works with the Montana Women’s Foundation and the Women’s Institute for Secure Retirement (WISER) to offer free financial education. Kim is often a guest instructor for the Montana Academy of Distinguished Entrepreneurs Advanced courses at the University of Montana and served as a faculty member of the University of Washington’s Pacific Coast Banking School. She also recently co-chaired the Capital Campaign for Missoula’s Food Bank.

Kim is passionate about business, access to excellent education, women’s leadership advancement, financial education, and living a life of passion and contribution. In her spare time, she can be found playing in the mountains or whitewater kayaking the west’s many rivers with her family.