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Biography

Kim is an Associate in the Saratoga Springs, NY office.  She is an integral member of the client advisory team and is responsible for providing client support in the areas of operations, investments, reporting and financial analysis. 

Prior to joining Cerity Partners, Kim worked as a Client Services Administrator at Graypoint, a comprehensive financial planning and wealth management firm based in the Capital Region of New York. Prior to that role, Kim was an Office Administrator at Lutz, Selig, & Zeronda, CPAs, L.L.P. 

Learn more about my practice.

Education

  • B.S. in Biology from Syracuse University

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By submitting the form, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.