Kim began working with the team in January 2013. She graduated from the University of Georgia Terry College of Business in December 2011 with a BBA in Marketing. While at UGA, she was an active member of the marketing fraternity Pi Sigma Epsilon. She holds the Series 7 and Series 66 registrations with LPL Financial, as well as her Life, Sickness, Health and Variable insurance licenses.
Being part of the advisor team at SSWM, she cultivates strong client relationships, assists in the construction of client portfolios, and the development of strategies that strive to meet the clients’ goals. Kim also conducts investment research and assists with building financial plans.
Kim resides in Atlanta, Georgia with husband, Shaun and precious daughter, Everly Kate. In her free time, Kim enjoys traveling, reading and dabbles in photography. Kim and Shaun love spending time with their large families, and cheering on the Dawgs in the fall.