Kim holds the position of Senior Portfolio Manager and Financial Planner at Mascoma Wealth Management. She joined Mascoma Bank in 2004.
Kim has held positions in financial planning and investment in the Upper Valley since 1989, including 15 years with Morgan Stanley. Kim has extensive training in investments and financial services from the Willette Institute of Finance and the New York Institute of Finance, and earned her certificate in Financial Planning from Boston University. Kim and her family are longtime residents of White River Junction, Vermont. When she is not spending her free time with her grandchildren, she enjoys biking, camping, and knitting.
Kim is a CERTIFIED FINANCIAL PLANNER™, Certified Trust Financial Advisor and also holds the designations of Chartered Financial Consultant and Enrolled Agent. Along with these designations, Kim formerly held the following FINRA registrations: Series 7, 24, 31, 51, 63 and 65.