Personalized, Custom, and Held to the Highest Standards
Everything Kim does is personalized, custom, and held to the highest standards. As the daughter of a physician, Kim understands the unique needs of healthcare professionals, who make up a majority of the clients with whom she works.
Having majored in biochemistry with a minor in molecular biology herself, and later working in pharmaceutical sales, Kim brings a unique understanding to her clients in the medical profession. She knows first hand about her clients’ busy schedules, the nontraditional hours they keep, and the expectations that often come with such a demanding lifestyle.
Kim has a unique ability to take on complicated situations, particularly when it comes to Social Security and Medicare. She is detail-oriented, ultra analytical, and her work is methodical. She also understands the value of utilizing technology to provide the highest level of service, working with clients in Rochester, Syracuse, as well as outside of New York State.
Kim is a mother of four grown children, eight grandchildren and lives in Canandaigua—a community that she loves. She is a former board member for the United Way of Ontario County, and a member of the Estate Planning Counsel of Rochester. A self-proclaimed workaholic and advisor who never stops, Kim recently took her first vacation in over 18 years. But she wouldn’t have it any other way.
Financial Planning Department
One of the many benefits of working with a Sage Rutty Advisor is the access you receive to our Financial Planning Department.
Working in tandem with our advisors,
Victoria Ferren, CFP®, CHSA® and
Aaron Young, MSPFP, CFP®, CRPC®, CHSA®, AIF®
provide decades of experience in the Financial Planning realm.