With close to 25 years of experience in the financial services industry, Kim’s areas of expertise include Financial Planning, Life insurance, Long Term Care insurance, Social Security/Medicare, and Longevity Planning. She believes in a holistic approach to financial health that addresses not only retirement needs but includes education funding, risk mitigation, and legacy planning. Whether you are looking to build wealth or preserve it, she is here alongside her team to answer questions and educate families on how best to manage their financial lives.
As a Financial Planning Consultant, Kim guides clients through the planning process by creating personalized roadmaps designed to help them meet their financial goals and enter each new stage of life with both confidence and excitement. Using a goals-based strategy, Kim focuses on the needs, wants, and wishes unique to each client while implementing tailored investment and planning strategies combined to target those goals and help mitigate risk.
After receiving her Bachelor of Science degree in Finance from Miami University, Oxford, OH, she worked as a financial analyst in regional bank headquarters in Atlanta, GA, Winston-Salem, NC, Richmond, VA, and St. Louis MO. In 2009 Kim became financial advisor at Thrivent Financial in Memphis, TN.
Kim joined Raymond James in 2012 in Memphis, TN where she holds Series 7, 66, Life, Health and Variable Annuity licenses. She earned the professional designation of CLTC® (Certification in Long-Term Care) which has been recognized and supported by The American College, CFP Board, NAIFA, NAHU and major insurance carriers.
Throughout her life, Kim has been active in community outreach, her church and helping others.
Originally from Cleveland, Ohio, Kim has called Memphis home for over 25 years. She has a loving husband, Mark & three grown children, Evan, Trevor and Elizabeth. Away from the office, Kim enjoys home improvement, cooking, exercise, reading, birdwatching, fishkeeping and spoiling her two cats, Cromwell and Fairfax.