Leadership

For more than 30 years, Kim has provided paramount and personalized insurance services to distinctive clientele. She is nationally recognized as an expert in personal risk management, serving CEOs, professional athletes, successful individuals and clients of the many wealth advising firms with whom she consults.  She combines her decades of industry experience with a high-touch consultative approach that is focused on long-term relationships with the clients she protects.

EDUCATION AND PROFESSIONAL AFFILIATIONS
Kim earned the Certified Advisor of Personal Insurance (CAPI) designation from the Aresty Institute of Executive Education at the Wharton School of the University of Pennsylvania.  As well, Kim has held her Certified Insurance Counselor (CIC) designation for over 25 years. In 2017, Kim was honored with the distinction of “Power Broker” by Risk & Insurance Magazine in the Private Client Segment and is a recipient of the YWCA “Women of Achievement Award.

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