Director of Financial Planning

  • Financial Planning Association (FPA) – Member

In her role of managing relationships with existing and potential clients, Kim provides financial planning and advising services. In addition, she oversees the Client Service and Advice Teams.

As a CERTIFIED FINANCIAL PLANNER™ professional, Kim is passionate about helping people reach their goals and achieve financial security. She takes great pride in helping families and business owners through retirement planning, education planning, investment planning, and estate planning. She earned her degree in finance from Virginia Tech with a concentration in financial planning.

Kim is currently pursuing her Certified Financial Transitionist (CeFT®) designation which she plans to utilize with clients experiencing life transitions (e.g., marriage, death, divorce, retirement, etc.). This intense, year-long training focuses on the balance of the technical and personal sides of making financial decisions and how being in a life transition can impact those decisions.

Kim actively participates in pro bono work and enjoys being a resource to financial planning students from her alma mater. She is also involved with the Financial Planning Association. In her spare time, Kim is an avid traveler and the office adrenaline junkie. She enjoys being outdoors, running, rock climbing, playing volleyball, and more recently riding her Peleton. She also loves spending as much time as she can with her husband Jordan and dog Cooper.

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