Top Tier Client Experience Award
Qualifying First Command Financial Advisors receive Top Tier award certification for exceptional client service. This award is based on objective measures that include client reviews about sentiment, service and experience, coupled with operational data. Click the award icon to learn more.
A graduate of Randolph-Macon Woman's College with a Bachelor of arts degree in Psychology and the University of Maryland with a Master's of Education degree in Counseling, Kim holds Series 6, 63 and 65 securities licenses plus state life and health insurance licenses in Delaware and Maryland.
Previously, Kim served for more than a decade as a mental health counselor. Having observed the stressful impact of uninformed financial decisions on her clients, she concluded that she could best use her knowledge and skills by educating individuals and families on the importance of long-term financial planning and motivating them to productive financial behaviors. Understanding that the single most powerful contributor to financial well-being is behavior, Kim works closely with her clients to develop personalized financial plans that reflect their values, address their priorities and support their goals. Each plan includes recommendations for specific financial products and services to support those goals. And through ongoing planning to address changes in one's financial and personal circumstances, Kim is ready to assist clients as they pursue their goals through a lifetime financial journey.
Kim is married with three daughters.
- Comprehensive financial planning
- Investment strategies
- Risk management
- Debt management
This material contains a testimonial from a client of First Command Financial Services, Inc. and/or its affiliated entities (together "First Command"). The testimonial was provided by the client on a strictly voluntary basis. First Command has not paid any direct or indirect compensation to the client for the testimonial and is unaware of any other material conflicts of interest. The testimonial may not be representative of the experience of other First Command clients and is no guarantee of future performance or success.