Kim joins Highland Financial Group as a Financial Planner with over 25 years of experience in the financial services industry. She spent 12 years with State Street Global Markets as a Vice President, where she managed relationships with some of the largest mutual fund and insurance companies in the country.
Following her tenure at State Street, Kim held a senior leadership position with M Financial Group for 14 years. In this role, she was responsible for managing large institutional and strategic partnerships, all aimed at supporting the growth of M Financials' community of independent advisory firms. Kim was also a member of M’s executive leadership team.
Kim earned a Bachelor of Fine Arts from the University of Kansas and an MBA from Suffolk University’s Sawyer School of Business. She holds the Chartered Life Underwriter (CLU®) professional designation.
Kim is passionate about financial literacy and serves as a volunteer board member with Financial Beginnings, a non-profit organization based in Portland, Oregon, that delivers financial literacy education to children and adults.
Kim resides in Winchester, MA with her 5-year-old dog Hobie.