4 months ago
Post-Election Financial Planning Considerations
Taking a little time out to understand the basics of...
Vice President,
Financial Advisor
Kim joined CAPTRUST in 2020 from Welch Hornsby, an independent, fee-only investment advisory firm, where she served as a client advisor. In her role as vice president, financial advisor for CAPTRUST, she is responsible for helping institutional retirement plan sponsors prioritize and execute on plan design initiatives.
Kim earned her Bachelor of Science degree in finance from the University of Alabama and she holds the Accredited Investment Fiduciary (AIF®) designation. Kim and her husband, Jacob, reside in Prattville, Alabama.
Taking a little time out to understand the basics of...
It’s early the morning of November 4, the day after...
Today, the House of Representatives passed and President Trump is...