Kim is a CERTIFIED FINANCIAL PLANNER™ practitioner based in Vienna, VA. She serves clients in Virginia, Maryland and DC.
I work with individuals, families and small business owners to create personalized financial strategies through proactive, short and long-term financial planning, risk management, and investment portfolios.
I am committed to a long-term investment partnership. I work hard for my clients, and aim to bring reliable, personal service to them. I care about my clients and I love helping them pursue their goals. Helping someone pull their finances into a simplified, understandable package is so rewarding for me.
I live in Vienna, VA with my husband Thomas, my daughter Anna and my dog Coco.
I’ve been in this industry since 2002. I earned an MBA degree from George Washington University in 2012 and became a Certified Financial Planner™ professional in 2014. As an individual advisor, I have an assistant who helps me with admin work.
One of major areas that I help my clients with is investment tax strategies for pre-retirement as well as post-retirement. By working with me on financial plan and investments, clients can expect an accountable advisor who is detail-oriented, focused on their financial success and most importantly, always returns their calls!
Waddell & Reed is not affiliated with any other entities referenced herein. 07/18