Claudia Kim graduated cum laude from The Pennsylvania State University, where she earned a degree in Marketing with a minor in Natural Science. As the Practice Business Manager of the branch, she plays an integral role in supporting daily operations, enhancing the client experience, and helping the team run smoothly and efficiently.

Claudia holds her Series 7 and Series 66 licenses, reflecting her knowledge of the financial services industry and commitment to professional excellence. She takes pride in creating an organized, client-focused environment and supporting both advisors and clients with care and attention to detail.