Kim provides comprehensive wealth management planning to multi-generational clients and families with a focus on retirement, investment and income planning. She is a Certified Financial Planner® and a CPA helping clients identify and achieve their financial goals by recommending and executing appropriate strategies. Following a career in corporate finance and portfolio management, she joined Baird in 2018 as a Financial Advisor. Kim is a graduate of Purdue University where she received her Bachelor of Science degree in Accounting.
Kim is passionately committed to the community and serves on the Community Foundation Alliance Board. She and her husband Greg have five children and two doodle dogs. Kim’s favorite pastime is supporting her children in their extracurricular interests and activities and time spent as a family. Her dream is an RV trip out west with her crew!