Focus
For 19 years, Kim has provided her clients comprehensive investment planning with a holistic approach. When a working relationship is developed, Kim takes into consideration the ideal lifestyle, goals, values, and priorities to create an investment plan that works best for each client.
Background & Experience
Kim is a Partner with FirstHarvest Wealth Management Group and is based in Salina, KS. Kim began her career as a Financial Advisor in 2002, developing her fundamental investment knowledge with a local firm, before joining A. G. Edwards in 2003, a predecessor firm of Wells Fargo Advisors. In 2007, she earned her CERTIFIED FINANCIAL PLANNER™ practitioner designation from the Certified Financial Planner Board of Standards, Inc. For this designation, Kim completed approved educational programs, passed rigorous examinations, and met stringent experience requirements. In February 2021, Kim made the decision to start her own financial firm and like-minded team, co-founding FirstHarvest Wealth Management Group and affiliating with Raymond James Investments.During her career, Kim has helped clients build their financial strategies by focusing on each individual’s specific needs. With extensive experience throughout major shifts in the markets, Kim has dedicated her career to delivering the personalized investment planning services her clients deserve.
Away From the Office
Kim graduated from the University of Georgia in 1991 with a Bachelor of Science in Agriculture. Kim met her husband Kelly while working in the pharmaceutical industry in southwestern Kansas. Together, they are the 5th generation to operate the family farm in rural Abilene, KS. They have two sons in high school, Mason & Austin. Kim enjoys following her sons’ activities, including football, track, 4-H & FFA. Kim is active in her community, volunteering and holding multiple leadership positions in her church, her sons’ schools, the Holland Sunflowers 4-H club, the Master Gardeners of Saline & Ottawa Counties, and the Junior League Club of Abilene.