“The best plans are about more than the numbers. They resonate with clients in a way that inspires them to make better choices.”
As a financial planning associate, Kim provides key support for the advisors and specialist teams, facilitating information and processes to ensure a superior client experience. “Being part of a team with such impressive depth and breadth of expertise is exciting. At Truepoint, we can handle even the most complicated cases because we are very academically-minded, service driven and ethical.”
Kim earned a bachelor’s degree in English at the University of Cincinnati and a master’s summa cum laude in Personal Financial Planning. She spent several years in the wealth management field in the Phoenix area before returning to her hometown of Cincinnati. Prior to that, she managed stock option and restricted stock programs for two Fortune 500 companies. Kim is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Equity Professional (CEP), and she is also a member of the National Association of Stock Plan Professionals and the National Center for Employee Ownership.
As the mother of twins, Kim is a regular volunteer for sports teams and many school needs. In addition, she chairs the Winter Enrichment Committee for the Wyoming Parent Student Association. While in Phoenix, she served on the board for the Scottsdale Chapter of the American Business Women’s Association. In her free time, she and her husband enjoy being active with their children, especially hiking and swimming. She also loves to read, write, cook, and spend time with her seven siblings and extended family.