Kim serves as a partner and point of coordination for both clients and the advisors on her team. Known for her personable approach and strong attention to detail, she is deeply involved in managing client relationships, coordinating important communications, and ensuring requests are handled with accuracy, efficiency, and care for a seamless and personalized service experience.
Before joining the team in 2007, Kim spent nearly ten years at a local credit union. She holds an Associate’s Degree in Office Systems Technology from Thomas Nelson Community College. She also holds Series 63, 65, 6, and 7 securities licenses, as well as her Life and Variable Annuities license.
In her free time, Kim enjoys making memories with family and friends, traveling, and giving back to the community she calls home.