Kim joined Stephens Wealth Management Group in 2017. She ensures excellence in all aspects of client service and business operations. Having spent nearly 20 years in the Management Consulting field, Kim was a Vice President responsible for the development and oversight of an organizational performance business line for federal and commercial clients, as well as providing client consultation for the development and maintenance of healthy businesses. Earlier in Kim’s career, she owned her own small business and served as COO for a Tier II automotive supplier.
Service & Leadership
Kim serves as a member of the Carl’s Family Y Board of Advisors. She joined the Board in 2018 and is leading Annual Campaign efforts. Her charitable giving efforts are focused on organizations in need within the Flint area, as well as her local school system and Huron Valley families and animals.
Education
Bachelor of Science, University of Michigan, Ann Arbor
Master of Science in Organizational Development, Pepperdine University
Organization Development and Change Management Certificate, Georgetown University
Awards & Recognition
“Client Centered Reviews” – Presentation at Raymond James Women’s Symposium
Outside of the Office
Kim can be found traveling, enjoying time at her boys' extra-curricular events, or training and playing with her new Bernedoodle, Cooper. She resides in Milford, MI, and grew up in Plymouth, MI. She also spent several years living and working in the Washington, DC area.
5206 Gateway Centre, Suite 300
Flint, MI 48507
Phone: 810.732.7411
Fax: 810.732.8190
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712 S. Oregon Avenue
Tampa, FL 33606
Phone: 813.251.1879
Fax: 813.251.1716
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Investment advisory services offered through Stephens Consulting, LLC, a SEC registered investment adviser doing business as Stephens Wealth Management Group (SWMG). SWMG is not a registered broker/dealer. SWMG investment adviser representatives may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.
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