Kim’s fifteen years of experience include managing a regional bank’s foreign currency trading and seven years as a registered investment advisor representative at CORDA. Kim specializes in helping families assess their overall financial health. Kim graduated from Trinity University in San Antonio with a business degree and is currently a Certificant in the Rice University Certified Financial Planner Graduate Program.

Kim grew up in England and has visited over thirty countries. When she is not at work, you will find her baking, gardening or spending time with family and four cats.