Kim is a CERTIFIED FINANCIAL PLANNER™ professional. She supports Access Wealth’s Senior Wealth Advisors, creating financial plans for new clients and updating plans as needed. She’s also instrumental in helping the advisors prepare for client meetings, helping to ensure that every client encounter is as productive as possible.
Kim chose the financial planning profession because she enjoys playing a part in the financial well-being of others.
“I enjoy being involved in a client’s comprehensive financial plan and touching on all aspects of their financial life. I am concerned with a client’s investments, taxes, retirement plans, estate plans, and more, and how all the pieces fit together. It makes my work more exciting. I feel like I’m working on something different every day.”
Kim has worked in the financial industry since 2000. Before joining Access Wealth, she worked for Ayco Personal Financial Management (a Goldman Sachs company) in two roles: VP of Financial Counseling and VP of Quality, Training, and Development. She worked closely with high-net-worth individuals and corporate executives.
A graduate of Virginia Tech, Kim earned a Bachelor of Science in Finance with a Global Concentration. She also obtained her CFP® certification.
A self-proclaimed book nerd, Kim loves to travel and cruise with family and friends and loves to cook.