Senior Vice President–Wealth Management
Financial Advisor
Our families, our values, the impact we have on others – these are the important things. It can be hard making sense of it all but asking the right questions can make things clearer. So when I talk to you about wealth management, I want to learn about those life questions that may be on your mind. “Will my family be OK when I’m gone? Should I start my own business? Is it better to leave my kids everything? Or nothing? How do I set up a charitable fund?” Together, we can find the answers.
Whatever your answer, we can help you create a financial plan to address your priorities. Over the past 34 years, I have put my experience to work for each of my clients, helping them find the best way forward to pursue the goals that truly matter.
Capabilities to Impact your life and wealth
I deliver comprehensive wealth management and focus on these areas:
Experience to guide you forward
My professional achievements and education
Outside the office
Senior Vice President–Wealth Management
Financial Advisor
Our families, our values, the impact we have on others – these are the important things. It can be hard making sense of it all but asking the right questions can make things clearer. So when I talk to you about wealth management, I want to learn about those life questions that may be on your mind. “Will my family be OK when I’m gone? Should I start my own business? Is it better to leave my kids everything? Or nothing? How do I set up a charitable fund?” Together, we can find the answers.
Whatever your answer, we can help you create a financial plan to address your priorities. Over the past 34 years, I have put my experience to work for each of my clients, helping them find the best way forward to pursue the goals that truly matter.
Capabilities to Impact your life and wealth
I deliver comprehensive wealth management and focus on these areas:
Experience to guide you forward
My professional achievements and education
Outside the office
Account Vice President
CERTIFIED FINANCIAL PLANNER®
What would you like to accomplish?
What's important to you?
These are the two questions I start every meeting with. For over a decade I've worked with high net worth and highly compensated clients developing goal driven financial plans and investment strategies for themselves, their families, and their businesses. I strive to forge trusting and long lasting relationships with every client, which was paramount to building my practice shortly after the 2008 financial crises.
Coming from a family of teachers, educating and empowering my clients to make their financial decisions with confidence is at the core of what I do.
As the CERTIFIED FINANCIAL PLANNER™ of ShorePath Wealth Management Group, I provide advice in the following areas:
I'm a proud College of Charleston Alumni and avid supporter of the CofC Men's Rugby Team, where I played in college. I'm a current board member of the rugby alumni association's non-profit, The Lowcountry Rugby Fund, dedicated to supporting youth rugby programs and instilling the values Rugby teaches on and off the field.
When not at the office you'll find me on the golf course, running on the boardwalk, or on stage with my cover band performing throughout Monmouth County, NJ.
Credentials
Account Vice President
CERTIFIED FINANCIAL PLANNER®
What would you like to accomplish?
What's important to you?
These are the two questions I start every meeting with. For over a decade I've worked with high net worth and highly compensated clients developing goal driven financial plans and investment strategies for themselves, their families, and their businesses. I strive to forge trusting and long lasting relationships with every client, which was paramount to building my practice shortly after the 2008 financial crises.
Coming from a family of teachers, educating and empowering my clients to make their financial decisions with confidence is at the core of what I do.
As the CERTIFIED FINANCIAL PLANNER™ of ShorePath Wealth Management Group, I provide advice in the following areas:
I'm a proud College of Charleston Alumni and avid supporter of the CofC Men's Rugby Team, where I played in college. I'm a current board member of the rugby alumni association's non-profit, The Lowcountry Rugby Fund, dedicated to supporting youth rugby programs and instilling the values Rugby teaches on and off the field.
When not at the office you'll find me on the golf course, running on the boardwalk, or on stage with my cover band performing throughout Monmouth County, NJ.
Credentials
Senior Client Associate
Kim has been in the financial services industry since 2003. As a Senior Registered Client Service Associate she is responsible for supporting her team and providing their clients with the best possible client experience.
She holds Series 7 and 66 securities licenses, and variable, fixed and life insurance licenses.
Kim resides in New Jersey and South Carolina. Outside of the office she enjoys spending the majority of her time with her 3 children and 5 grandchildren.
Senior Client Associate
Kim has been in the financial services industry since 2003. As a Senior Registered Client Service Associate she is responsible for supporting her team and providing their clients with the best possible client experience.
She holds Series 7 and 66 securities licenses, and variable, fixed and life insurance licenses.
Kim resides in New Jersey and South Carolina. Outside of the office she enjoys spending the majority of her time with her 3 children and 5 grandchildren.
Client Associate
Client Associate
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
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