Director of Financial Planning
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 Team.
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 actively participates in pro bono work and enjoys spending her time mentoring financial planning students from her alma mater. She is also very involved with the NexGen community of the Financial Planning Association on a local and national level. In her spare time, Kim is an avid traveler and the office adrenaline junkie. She enjoys being outdoors, running, playing volleyball, doing CrossFit, and dancing.