Kim delivers over 20 years of experience in financial services providing client service support to the various needs of the firm. As a member of the client services team Kim coordinates and oversees the client service duties of the firm while providing an extensive level of advisory support to executives.

She is primarily responsible for implemeting procedures to ensure organizational effectiveness and efficiency. Kim has 3 grown children and has been married for over 20 year. She enjoys reading and spending time outdoors.