As a Founding Partner of Avantra Family Wealth with over 30 years of experience in financial services, Kim collaborates closely with clients to help them achieve their life goals. Kim caters to her clients’ individual goals by building and managing personalized wealth strategies. She is also a Certified Divorce Financial Analyst and Divorce Mediator and focuses on strategically planning collaborative divorces. Prior to Avantra, Kim directed business operations and management for the Harrisburg branch of Merrill Lynch as the 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 a 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.
Kim spent over 30 years as both a volunteer firefighter and EMT and is currently an EMT with Lower Allen Township. She also serves on Critical Incident Stress Management Teams in central Pennsylvania and is the Behavioral Health Specialist for the South Central PA Medical Reserves Corps which is part of the Public Health Division of the Emergency Services Health Federation.
