As a Founding Partner and Senior Family Wealth Advisor with nearly 25 years of experience in financial services, Kim works closely with clients to help them achieve their life goals. She is a Certified Divorce Financial Analyst and focuses on strategically planning collaborative divorces. Kim caters to her clients’ individual goals by building and managing personalized strategies as a specially qualified Portfolio Manager. Prior to Avantra, Kim directed business operations and management for the Harrisburg branch of Merrill Lynch as Resident Director. Previously, she assisted in sales practice management for financial advisory practices in five counties as the Central Pennsylvania Complex Sales Manager.
Kim has a Bachelor of Science in Finance and Master of Science in Financial Services. She was awarded both the Charles E. Merrill and Circle of Excellence awards as a Financial Advisor from 2009 to 2017. She is a volunteer firefighter/EMT for her local fire department and an executive member/senior peer for the South Central PA Critical Incident Stress Management Team, where she uses her training to counsel emergency workers after critical incidents.