As Director of Administration and Operations for the Navitas Wealth Advisors Raleigh North Carolina office, Kim has created a career around building and maintaining relationships with people. In her current role, she wears many different hats to service new and current clients while making sure business operations are running smoothly. This includes learning and implementing new systems, processes and best practices for the Raleigh office. Kim handles on-boarding new clients and manages all paperwork to open and maintain accounts, so they are in good standing. She also coordinates client contributions, RMDs and tax paperwork associated with each account, while working closely with the clients’ professional advisors to keep communication transparent.
Kim graduated from East Carolina University and worked for 10 years with Delta Air Lines as a flight attendant and then as a Marketing Representative in Eastern North Carolina. She enjoyed building relationships with her travel agents and corporate travel planners. Whether she was working on leisure, group or business travel she loved assisting those organizations in providing excellent service from Delta to their clients!
Before joining Navitas Wealth Advisors in January 2020, Kim provided years of service for a well-known local financial planning firm, Investments and Planning in Raleigh, North Carolina. Here, she thrived on going above and beyond to service new and current client accounts. She enjoyed simplifying complicated concepts, which provided clients with a sense of clarity and organization around what they had in place and where they were headed. Following the merger with Navitas Wealth Advisors, Kim will continue to serve in a similar role, but with a larger team.
Outside of the office, you will find her whipping up something delicious in the kitchen. diving into a non-fiction book or visiting an estate sale to search for unique and undervalued décor treasure. She and her husband, Harold, have raised four children and spend time enjoying family time as much as possible. She also works closely with International Justice Mission and Compassion International, two non-profit organizations that she supports through time and personal resources.