Kim serves as the Client Experience Manager at Wealth Advisory Group, Inc.
Kim joined Wealth Advisory Group in 2018 bringing 15 years of experience helping clients and ensuring their satisfaction. Having spent her entire career in financial services, she has a strong knowledge of the industry and enjoys seeing clients realize financial security.
Prior to joining Wealth Advisory Group, Kim worked for New York Life supporting a large financial advisory practice where she was responsible for all aspects of client service. Kim started her career at Creative Financial Group where she rose to a senior support role. Over her career, she has developed expertise in financial planning, marketing and account management.
Kim graduated from Ursinus College in 2002 with a B.A. in Communications and English. She played tennis competitively in college.
Kim lives in Malvern and enjoys playing tennis, swimming and reading.