Kim serves the firm’s clients as a Financial Planner and Tax Subject Matter Expert. She is a CPA and has her Master of Science in Business Administration, emphasis in Finance, from the University of Tennessee at Chattanooga. She has experience as chief financial officer and tax consultant for a dynamic group of companies in both private industry and in public accounting. She also holds the Chartered Global Management Accountant designation that distinguishes professionals who have advanced proficiency in finance, operations, strategy, and management. Kim has served as Adjunct Professor for University of Tennessee at Chattanooga providing instruction for accounting classes at the upper undergraduate level. Having gained several decades of experience in managing tax law, audits, and other governmental matters, she is well positioned to apply her broad knowledge base in coordination with the firm’s third-party financial consultants. Kim’s goal-oriented focus and grasp of financial concepts adds considerable depth to her ability to apply practical solutions for the benefit of the firm and its client-family in additional service areas.