Experience

With over 40 years of financial services experience, John offers high-net-worth individuals and families investment expertise and customized wealth management planning. With clients he emphasizes asset allocation and total portfolio management with a focus on retirement income planning. He provides multi-generational wealth planning, estate planning, education funding and structures for charitable giving.

John earned a M.B.A. in quantitative methods and finance from the University of Chicago and a B.A. in mathematics from Macalester College. John lives in Eden Prairie, MN with his wife Sue. They also enjoy spending time at their home in Carlsbad, CA.

Christy began her career in the financial services industry in the mid 1990's. After taking time at home to raise her children, she returned to UBS to work alongside her father John Kim. She offers individuals and families peace of mind and financial security by providing a disciplined approach to investing, creating customized solutions that fit their needs. Her clients benefit from a goals based planning approach which addresses their current and future needs, while creating a systematic plan that continuously monitors market behaviors and personal developments to ensure they are on the path to achieving their goals.

Christy earned a M.B.A. in finance from the University of St. Thomas in St. Paul, MN and her B.A. from Arizona State University. She currently lives in Excelsior with her husband Mike and their four children.