Kim is a Registered Administrative Associate and Director of Client Services at Global Financial Partners, bringing more than four decades of combined experience in banking and financial services. With a deep background spanning investment management and personal financial planning, Kim plays a key role in supporting the firm’s advisors and clients through every stage of the financial planning process. Helping to identify appropriate financial products and services, supporting the development of comprehensive financial analyses and investment recommendations, and monitoring client portfolios to ensure continued alignment with long-term goals and objectives. Her experience, precision, and commitment to service contribute to the consistency and trust that define the client experience at Global Financial Partners.
Kim holds Series 7 and Series 63 securities registrations and State of Ohio Department of Insurance license. She earned a degree in Business Administration with a minor in Finance from Capital University and holds a degree in Financial Management from Sinclair Community College.
Outside of the office, Kim has been married to her husband, Mike, since 1982 and enjoys spending time with her family – especially her son, daughter-in-law, and two granddaughters.