Trusted by 500+ families

Protecting Families.

Building Wealth.

Creating Legacy.

We help individuals and families build lasting wealth through personalized financial strategies, transparent advice, designed you gain clarity and confidence.

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Our Services

Comprehensive Financial Guide

From wealth building to retirement, KB & Associates focus on strategies that align with your life stage, goals, and vision for the future.

Protection Planning

Designed to help protect your income and loved ones from life’s unexpected events.

Life insurance strategies
Income protection solutions
Final expense planning

Family & Legacy Planning

Protect your legacy and ensure your wealth transfers according to your wishes.

Generational wealth concepts
College planning strategies
Asset transfer guidance

Wealth & Retirement Strategies

Comprehensive retirement strategies to ensure financial security and peace of mind.

Indexed strategies
Retirement income planning
Tax-aware solutions

Financial Education

Strategic tax planning to maximize your wealth and minimize your tax burden.

Generational wealth concepts
College planning strategies
Asset transfer guidance

About Us

transparent financial guidance you can trust

Kerissa Rivas is a Financial Strategist who helps individuals and families gain clarity, confidence, and control over their financial future.

With 20+ years of experience in the United States Air Force, government finance, and accounting, she brings discipline, structure, and a service-first approach to every client relationship.

Backed by an MBA, multiple certifications, and hands-on financial experience, Kerissa helps simplify complex money strategies so families can protect what they earn, grow with intention, and plan for retirement and legacy with greater peace of mind.

Her mission is to help families make informed financial decisions, build stronger foundations, and move toward the future with confidence.

Integrity: we lead with honesty and transparency in every recommendation.

Education: We believe informed clients make confident decisions.

Service: Your goals, needs, and concerns always come first.

Legacy: We help families think beyond today and plan for tomorrow.

20+

Years Military Experience

500+

Clients Served

Our Platform

Built for Families.

Backed by Trust

KB & Associates leverages the power of the GFI platform to give our clients access to top-tier carriers, advanced financial tools, and innovative protection strategies all without losing the personal touch.

While we bring you the strength and resources of a national network, you still get dedicated, one-on-one guidance from a team that truly understands your goals and is committed to protecting what matters most to you.

build a secure financial future

Get clear, personalized guidance to help you grow, protect, and plan your wealth at every stage of life.