Kim is dedicated to serving client needs and delivering the best possible client experience, applying her attention to detail and years of financial industry knowledge.
Before joining Bermont Advisory Group in January 2018, Kim was the owner of a family-run financial services agency for more than 20 years. She holds Series 7 and 63 securities licenses, and is licensed in Life, Health and Variable Annuities.
Kim is from Miami and lives here today with her daughter, Emily. In her free time, she enjoys reading, concerts, tennis and spending time with her daughter. She serves on the guest services team and outreach program of her church.