As the Office Administrator, Kim draws on her excellent organizational and inter-personal skills to support the day-to-day agenda for Susan Miller and Fred Baird. She also assists a team of wealth advisors with the tax return preparation process and general office support functions.
Kim served as the Executive Assistant with Aurora Financial Advisors prior to merging with The Colony Group in early 2019. Previously, she worked for Sullivan, Shuman & Freedberg, LLC who merged with KLR in 2009, where she provided general office support including assisting with the tax return preparation process.
Kim enjoys spending time with her children, traveling back to her hometown in Detroit, MI to visit family and friends and staying active, including playing on a coed softball league.