Kim holds the position of Senior Portfolio Manager and Financial Planner at Mascoma Wealth
Management. She joined Mascoma Bank in 2004.
Kim has held positions in financial planning and investment in the Upper Valley since 1989, including
15 years with Morgan Stanley. Kim has extensive training in investments and financial services from the
Willette Institute of Finance and the New York Institute of Finance, and earned her certificate in Financial
Planning from Boston University. Kim and her family are longtime residents of White River Junction,
Vermont. When she is not spending her free time with her grandchildren, she enjoys biking, camping,
Kim is a CERTIFIED FINANCIAL PLANNER™, Certified Trust Financial Advisor and also holds the
designations of Chartered Financial Consultant and Enrolled Agent. Along with these designations, Kim
formerly held the following FINRA registrations: Series 7, 24, 31, 51, 63 and 65.