When asked about her work, Kim refers to herself as a financial GPS. She appreciates the opportunity to offer knowledge and guidance that empowers her clients on their financial path. Kim’s strategy to building client relationships begins with developing four cornerstones – understanding, stability, flexibility, and support. The essence of her partnership with clients comes from learning about their life experiences and future goals to better serve their financial plan.
Kim joined Trust Company of Illinois/TC Wealth Partners over thirteen years ago and is a member of the Wealth Management Team, the Technology Committee, and a Certified Financial Planner™ professional.
Kim earned a BS in economics and finance at Elmhurst University. Pre pandemic Kim was a volunteer tutor for Read to Learn, an adult literacy program in her community.
Outside of work, you might find Kim flying to the west coast to spend time with her family and always making time for exploring the outdoors.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.