Kim frequently works in partnership with clients and their advisors to develop customized insurance solutions to help mitigate risk and create tax favored benefits.
Kim concentrates her work in planning for the unexpected by utilizing insurance products that provide liquidity at disability or death and emphasizes estate planning and retiree health care. Kim possesses the unique ability to translate complex products and strategies in ways that can be easily understood.
Kim is sought out as an invited speaker for industry meetings and events and has been recognized numerous times by Bethesda Magazine, Washingtonian Magazine and Northern Virginia Magazine by her peers as a “go to” insurance advisor for knowledgeable, experienced, caring, and collaborative risk management services.
Kim holds the professional designations of Chartered Life Underwriter (CLU) and Certification in Long Term Care (CLTC) through the American College and her BA from Emory University.