Kim has been a vital part of our financial advisor team since 2001, helping Ben, Mike, Duke and Dan serve our clients well. She holds a Series 7 securities license and finds great satisfaction in helping bring clarity and convenience to each client’s financial life.
She has been part of the Winter Park Wealth Group since its founding in 2013. Earlier in her career, Kim worked at Smith Barney for 12 years, and for five years as a junior mortgage underwriter at Approved Residential Mortgage, Inc.
Born in Winter Park, Kim was raised and now resides in the Oviedo area. She and her husband, Mike, are very involved with the Veterans of Foreign Wars Seminole County Post 10139. Their son Andrew is a student at the University of Central Florida and, son Matthew is a high school student. The family enjoys boating, fishing and camping in their free time.