Kim is a candidate for CFP® certification and works with Kay Dee to bring you the best of working with a team.
Effective financial planning is about more than just savings and investments. It is about crafting the life you want to live. You make decisions everyday trading-off between time, money and energy, ideally in ways that reflect your values. Financial planning is a powerful tool each of us can use can use to get the most of what we value out of life. I work with clients to identify goals, evaluate trade-offs, and to make informed financial decisions. My goal is to help clients put a personalized financial framework in place to achieve the life of their dreams.
I joined Clarity Wealth Development in 2017, bringing with me 10 years of experience in applied economic research and education. I was drawn to personal financial planning because I knew that the tools I was developing in my academic research could also directly impact individuals and families in meaningful ways. Searching for available guidance on financial topics made me realize that holistic advice in this arena was hard to find. This realization led me to pursue CERTIFIED FINANCIAL PLANNER ™ certification (I am currently a candidate) so that I could help others navigate the complex world of finance. My expertise in risk analysis and optimal resource allocation, combined with my knowledge of savings, investment and tax planning strategies, enables me to empower clients to make well informed decisions on how to manage their hard-earned money.
I have a Ph.D. in Applied Economics from Oregon State University, and a B.S. from U.C. Berkeley in Resource Management. I love being a part of the Corvallis community, where I live with my husband and two daughters. In my spare time I like to keep active enjoying the many amenities our town provides, serving our community, and traveling to far-off destinations, usually to visit my family and friends spread all around the world.