Kim is a member of the Client Service Team, assisting portfolio managers by facilitating client requests, preparing client meeting materials as well as assisting the Investment Team with research. She joined Meritage in December of 2014 after relocating from Chicago, where she worked with one of the oldest, independently owned investment firms in the city. She has over 14 years of experience working in the financial services industry, specifically in administrative, client-servicing, and operational capacities. She is a graduate of the University of Iowa.
Kim enjoys traveling with her husband and caring for Meaty their English bulldog rescue. She has been involved with the American Heart Association, the local English Bulldog Rescue chapter, and is active with her homeowner’s association.