About Us

Kim is a graduate of Eastern Kentucky University, where she received a BBA degree in Finance. She also earned an MBA from Xavier University. She has more than 30 years of experience in the financial services industry. Kim holds the Series 7, 63 and 66 registrations. She and her husband, Paul, live in Pleasant Ridge. They are avid travelers, enjoying camping and hiking. They have visited all of the lower 48 states and most of our country’s National Parks and state capitol buildings.

Our Team

We’ve dedicated our careers to delivering personalized investment planning services that our clients and their families deserve.