
Kim joined Beene Wealth Management Group in the spring of 2021 and brought with her over 30 years of experience in business and human resource management. As Business Manager, Kim is responsible for instituting systems and procedures for successful operations in the firm, ensuring excellent back-office support, and offering expediency, accuracy, and efficiency in client account servicing. Kim’s passion derives from helping clients achieve their financial goals, building personal relationships with clients, and creating a full-service customer experience that represents Beene Wealth Management Group’s services and values. When Kim is not working, she enjoys spending time with her family, traveling, and supporting the Duke Basketball team.