Kim serves as the firm’s Director of Client Experience and as a relationship manager and has primary responsibility for the management and oversight of client relationships. In addition, she serves on the Board of Directors for the firm. Prior to joining Diversified Trust, Kim served as Wealth Planning Strategy Executive for U.S. Trust, formerly North Carolina Trust Company. In addition, she previously spent five years with First National Bank of Commerce in New Orleans as Personal Trust Services Manager and as Trust Tax and Operations Manager. Kim began her career at KPMG as a member of the Personal Financial Consulting practice. She has over 30 years of experience advising families in the areas of investments, trusts and estates, financial planning and family dynamics.
Kim completed her undergraduate degree in accounting from Louisiana State University. Kim also obtained her law degree from the Paul M. Hebert Law Center at Louisiana State University. She is a Certified Public Accountant and has received the Personal Financial Specialist designation from the American Institute of CPAs. She currently volunteers with several organizations, including the Foundation for the Roman Catholic Diocese of Charlotte and St. Benedict’s Catholic Church in Greensboro.