With more than 30 years of experience in the financial services industry, Kim focuses on building and maintaining trusted relationships with her clients and providing value that helps them for many years. As a vice president and wealth trust advisor, she works with clients to ensure their investment and estate planning needs are met. Kim holds her CERTIFIED FINANCIAL PLANNER™ (CFP®) and Certified Trust and Fiduciary Advisor (CTFA) designations. Additionally, she holds her Center for Guardianship Certification (CGC). Kim is active in her local community and currently serves on boards for Circle of Life Coalition where she also serves as treasurer, Berks History Center where she’s also a member of the finance committee, ARC where she’s also a member of the guardianship committee, and Berks Estate Planning Council. Outside of work, she enjoys playing with her pets and working outside in her garden. Kim is a lifelong resident of Berks County, Pa.
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