Kim’s primary role is to provide our clients and advisors with exceptional service and support during each phase of the wealth management process and with day-to-day needs. She works directly with our advisors to provide seamless transitions for new clients and continued support throughout their relationship.
Kim lives in Sandy Springs with her husband, Shaun; daughter, Evie; and son, Bryce. They enjoy experiencing new food and cultures through travel as a family. Kim enjoys reading, photography, and cheering on the Dawgs in the fall.
Education, Designations, Licensures:
- The University of Georgia – Bachelor of Business Administration in Marketing
- Series 7
- Series 66
- Insurance and Annuity