As a Managing Director with Creative Planning, Kim works directly with clients to design, implement, and maintain strategies that address their holistic wealth management needs. Kim’s approach always concentrates first on an acute understanding of her clients overall situation which then allows her to provide tailored planning in the areas of investment, tax, retirement, estate, and charitable planning.
Prior to joining Creative Planning, Kim worked for one of the nation’s largest financial services companies as a Vice President, Regional Planning Consultant where her duties included consulting with both clients and advisors on complex financial planning strategies, and delivering presentations on various economic and financial planning themes to both large and small audiences. Before taking a leadership role, Kim enjoyed serving as an Account Executive. During her tenure, Kim was recognized at both the regional and national level with awards in leadership, customer excellence, and execution. She received multiple Achiever awards, was part of the leadership development program, and most recently was proud to be part of the inaugural Planning & Guidance Institute for top consultants.
Kim received a Bachelor of Science degree in Finance from Northern Illinois University. She also holds the CERTIFIED FINANCIAL PLANNER™ certification of which she completed her required course work through Northwestern University.
Kim and her husband Phillip reside in the Chicago area and together they have a passion for traveling. In her spare time she enjoys baking, the outdoors, and spending time with family, friends and their two dogs.
*See all Creative Planning disclosures and sources.