Kim is very proud to be an Evansville native. She joined Baird after eight years with a local investment firm as a Portfolio Manager. Kim's prior background was corporate Accounting & Finance, gaining 20 years of valuable financial expertise.
Kim holds the Certified Public Accountant (CPA), Certified Divorce Financial Analyst (CDFA®) and the Chartered Retirement Planning Counselor (CRPC®) designations. She also holds the Series 7, 63 & 65 securities licenses. Her insurance licensing includes Life, Health, Disability, Annuities and Long Term Care. She earned a Bachelor of Science degree in Accounting from Purdue University. She is sincere in creating enduring relationships through her commitment to truly getting to know clients and their families, and providing thoughtful guidance in a genuine and impactful way.
Kim is passionately committed to the community and serves on various boards and committees including President of the Vanderburgh Community Foundation (VCF) Advisory Board, member of the VCF Grants Committee and member of the Community Foundation Alliance Investment Committee. She's also a member of the Evansville Rotary Club and ANEW (A Network of Evansville Women). She's also a prior Board Member for the Vanderburgh County Women's Fund, Women's Fund Grants Committee and YMCA.
Kim and her husband, Greg, are the proud parents of five children (ages 10-19) and their two doodle dogs, Zoey and Frankie. They live in Newburgh.
“It's not about what it is, it's about what it can become.” -- Dr. Seuss