Kim has defined her practice with her commitment to her clients, building long-term relationships bound by trust. With personally tailored financial planning, risk management and investment management strategies, she works hard to prepare her clients for their futures while staying responsive to the surprises life can bring. She aims to always be there when her clients need her.
Her clients benefit from her wide view of financial planning and financial services, a view informed by more than 25 years in financial services helping clients pursue their goals. She works with a variety of clients at many stages of life, including young families, retirees, business owners, and anyone who seeks greater financial confidence as they pursue their ambitions.
Prior to joining Raymond James, Kim’s practice was affiliated with BB&T/Truist, and prior to that Wholesaler Liberty Funds and Western & Southern Financial Group.
She is a graduate of the University of Florida and holds Series 7, 66 and 24 licenses, as well as a Florida insurance license.
In the community, Kim is involved with the Sarasota Memorial Healthcare Foundation and for 20 years has helped raise funds for Sarasota Memorial’s pediatric unit.
She is originally from Lansing, Michigan, and currently lives in Lakewood Ranch.
She and her husband, Danial, have two children, Taylor and Conner. In her free time, Kim enjoys the outdoors, biking, visiting the beach and traveling.
AAMS™ and Accredited Asset Management Specialist™ are registered service marks of the College for Financial Planning.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation.
Raymond James is not affiliated with the above organizations and/or charitable causes.