Speak with a Financial Expert
Speak with a Financial Expert

Kim is focused on building a firm that is committed to helping individuals face the challenges of saving and managing retirement income.

Kim began her career as a Legislative Assistant to Congressman Borski from Philadelphia. While working on Capitol Hill, she began to realize the challenges Americans faced as pensions disappeared and the burden of saving for and managing a retirement income fell on individuals.

She left politics to pursue her Certified Financial Planner designation and has worked in the financial planning industry ever since.

From the beginning, Kim has worked for fee-only firms. When first interviewing for jobs, commission-based firms talked about sales training and asked her to create lists of people to whom she could sell insurance and annuities. In contrast, fee-only firms told her she didn’t know enough to do anything but answer the phone and it would take years of learning to actually advise people. She immediately saw the difference in how fee-only firms were truly focused on helping the client and chose to start out answering the phone! Kim is currently a CFP and member of NAPFA.

Kim’s current roll as COO and CCO puts her in a position to build a firm that is focused on helping individuals reach their retirement objectives.  She is responsible for managing day to day activities and implementing the vision of the firm.

Kim is married with two children and lives with her family in Ellicott City. She is passionate about health and fitness. She has been a vegetarian for over 25 years, loves to cook, and has recently started growing her own food. She can often be found at a CrossFit gym with her husband, at the yoga studio, or on the hiking trail with her dog Tucker.

Certifications & Education

  • Certified Financial Planner
  • NAPFA advisor
  • Bachelor’s of Science in International Economics -
  • Georgetown University’s School of Foreign Service

Specialties 

  • Financial Planning
  • Investment Portfolio Management
  • Tax Planning

 

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