Meet Our Team
Everyone desires full attention, devotion and respect to their unique financial situation. Kim understands that each client deserves this from their wealth advisor and she works hard to provide that to each and every person she serves. Getting to know her clients and their families is an approach Kim finds imperative when helping them reach their financial goals.
Kim graduated from the University of Evansville with a Bachelor of Science in Communications. She has over 16 years of experience in the financial industry and is a CERTIFIED FINANCIAL PLANNERTM professional.
An advocate for a healthy lifestyle, Kim enjoys anything that challenges her physically, including lifting weights, running, tennis, and obstacle course races. She and her husband currently live in Louisville with their two cats, Sage & Kit, and are in the process of building a 1978 Scout II.
Certified Financial Planner Board of Standards Inc. owns these certification marks in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.Email Kimberly