Kim works closely with retirement Plan Sponsors in the areas of fiduciary governance, investment oversight and plan design, in an effort to increase plan effectiveness and improve retirement outcomes for their employees.
Before stepping into her current role, Kim gained experience as a Sentinel intern from 2018 to 2020, supporting various teams across the company. Over time, she narrowed her focus on Business & Community Development and COBRA, building a strong foundation in client service and benefits administration.
What Kim enjoys most about her job is making a meaningful impact on people's financial futures. She takes pride in helping clients navigate the complexities of retirement planning, ensuring a smoother and more accessible process for both employers and their employees.
North Andover, MA
Kim enjoys spending time with her family cooking, gardening outside, and cheering on her favorite Boston sports teams.
Check the background of this investment professional on the SEC’s Investment Advisor Public Disclosure website.
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