Overview
Kim is a vice president at CBIZ Retirement Plan Services and is associated with CBIZ Investment Advisory Services as a Financial Advisor. She works with plan sponsors to help them meet their organization’s retirement plan goals and manage the personal liability associated with being a fiduciary to a qualified plan. She provides consulting services to private and public companies, as well as not-for-profit organizations. Through CBIZ IAS, Kim provides investment management to individuals, trusts, defined benefit plans, cash balance plans, endowments and foundations.
Kim lives in Grosse Pointe, Michigan and has three children, Natalie, Evan and Noah.