Kim brings extensive experience in financial planning, risk management, and wealth management, with a particular focus on female business owners, nonprofit organizations, and high- and ultra-high-net-worth clients. Her approach is thoughtful, disciplined, and deeply relationship-driven, qualities that align naturally with Wooster Square’s commitment to sophisticated, personalized counsel.
A former Division I varsity athlete and lifelong equestrian, Kim brings a rare combination of grit, focus, and composure to her work, qualities that serve clients especially well when financial lives are complex and decisions carry real weight. Along with her strong community involvement and nonprofit leadership, those traits make her a natural fit for the way we serve at Wooster Square.