Kim was raised in Walpole, Massachusetts and currently resides with her husband Ben, and daughter Camille in Winchester, Massachusetts. She is a graduate of Virginia Polytechnic Institute and State University and received a Bachelor of Science degree in Business. Kim enjoys traveling, skiing, running, cooking, endless fun with family and friends, dance parties, Boston sports, and Virginia Tech football- Go Hokies! Kim’s ideal day is doing anything and everything with Camille, Ben, and their extended family.
Kim has earned degrees as a Chartered Life Underwriter® and Certified in Long-Term Care, and has been in the financial services and insurance industry since 2003. Kim primarily works with people approaching and in retirement on their comprehensive financial planning. Kim helps her clients gain perspective of their most important aspirations; creates a plan to help achieve and protect their goals; and then executes and monitors their plan over the course of their journey. Kim also specializes in the areas of Estate and Long Term Care Insurance planning and helps these individuals find creative solutions to protect their lifestyle in retirement, and efficiently transfer their assets to loved ones and charities. Kim is a member of the Million Dollar Round Table and of the National Association of Insurance and Financial Advisors. Kim is also a board member of Life Happens and was a featured speaker for the Million Dollar Round Table annual meeting. Kim has been a Chairman’s Council Qualifier annually since 2013 for New York Life and is a Political Involvement Leader for the Boston General office.
To schedule an interview with Kim, please contact a member of Life Happens’ media team.