Kim provides holistic wealth management services that address the full spectrum of her clients’ financial concerns, including investments, life insurance, family finances, retirement and estate planning.
Working closely with each client, Kim uses sophisticated analytical tools and a wide range of investment and insurance products to develop a strategic financial plan that puts her clients’ needs first. With the plan in place, Kim monitors its performance on an ongoing basis, and makes any adjustments as needed.
Kim has 13 years’ experience in investment services. She is a Chartered Financial Consultant.® Kim was chosen as a Five Star Wealth Manager in 2017, 2018, and 2019. The award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors.
In 2018 Kim became a member of LPL Financial’s Patriot’s Club, a distinction given by LPL Financial to top advisors based on their annual production compared to more than 18,000 registered LPL advisors nationwide. This award reflects Kim’s experience in delivering the financial advice and personalized service her clients need to pursue their financial goals.
Kim is actively involved in community service, including Webster’s United Way Campaign, and volunteering at the Thomas Merton House in Bridgeport, the Waterbury Soup Kitchen and the Cheshire Food Pantry. She has an Associate’s degree in Business Finance.
Kim’s FINRA registrations held with LPL Financial:
SERIES 7, 63, 65, LIFE & HEALTH