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.
She has spent 30 years as a volunteer firefighter and EMT. She is currently an EMT with Lower Allen Township, an Executive Team Member for both the South Central PA Critical Incident Stress Management Team and Cumberland Team 1000. Kim also serves as a Behavioral Health Specialist for the South Central PA Medical Reserve Corps which is part of the Emergency Services Health Federation’s Public Health Division.
She lives in Carlisle with her husband, Anthony. As a proud mother in a blended family, she has one daughter who is completing her bachelor’s degree at the University of Pittsburgh. Family remains a cornerstone of her life, and she is grateful for the meaningful connections that have been formed with her stepchildren over the years.
