Kim
Kim brings decades of experience and a genuine commitment to client care to every relationship she supports. With a career that began in the late 1990s, Kim has built a strong foundation in the financial services industry through long‑standing roles with respected firms including JC Bradford, UBS and Raymond James.
Over the years, she feels she has developed a deep understanding of the operational and service needs that matter most to clients, along with the insight that comes from supporting individuals and families through many stages of life.
Throughout her career, Kim has strived to be a trusted point of contact for clients navigating both everyday financial needs and more complex transitions. Known for her steady presence and thoughtful problem‑solving abilities she is able to guide clients through time‑sensitive requests and detailed paperwork with care.
Her approach is rooted in building lasting relationships – listening closely, communicating clearly and ensuring each client feels supported in every interaction.
-
Inspired by her grandson, Kim is deeply committed to supporting autism awareness. This personal connection has shaped her compassion and dedication to making a meaningful difference in the lives of others.
-
Originally from Ohio and currently based in Reynoldsburg, Kim values time with her family, including her son, Michael, daughter, Amber, and her grandchildren, Lincoln and Natalia, along with her close friends. She feels these relationships fuel the warmth and perspective she brings to her professional relationships.
Finer points
What three words would your family and friends use to describe you?
Giving, caring, reliable.
Are you more of a morning person or a night owl?
I would say I am more of night owl.
What’s your idea of a perfect vacation?
Disconnecting from my phone and enjoying stress-free, relaxing beach get away with either family or friends.
What’s your favorite way to stay active and healthy?
I enjoy staying active by taking walks when the weather is nice and being with the grandkids.
How do you like to unwind after a busy day?
It depends on my mood – sometimes I relax on the couch and watch a good show, and other times, if the weather is nice, I sit outside and enjoy the fresh air.
What’s your favorite place you’ve ever visited?
I have never traveled outside of the United States, so I would say New Orleans has been one of my favorite places to visit.
