Kim has more than 15 years of experience in the financial services industry with a strong background in operations and client service. She oversees the Operations Department at the firm and sets service standards ensuring all clients receive the highest degree of care. Kim is especially skilled in helping simplify the often complex world of financial services. As an original employee of the firm, Kim has long-standing relationships with our clients and has become the “go to” source for all things involving their accounts at The GenWealth Group.
Kim is also a duly commissioned Notary Public of the State of New Jersey.
Kim attended Fairleigh Dickinson University and previously worked at Banc of America Investment Services with The GenWealth Group founder, Michael Leanza. She took a leap of faith to join the firm because she believed in his vision and shared his dedication to servicing clients with integrity.
Getting to Know Kim:
Kim has lived in New Jersey all her life and loves to spend time “down the shore” with her family and friends. Her favorite things are music, movies, reading, days at the beach, dining out, meditation and dancing. She loves fashion, barbecues, water parks and singing duets (not very well!) with her daughter.
Favorite Book: Pride & Prejudice by Jane Austen
Favorite Movie: Love Actually
Inspired By: Tony Robbins, Audrey Hepburn, The Dalai Lama, JFK and Ronald Reagan
Favorite Quotes: “A real decision is measured by the fact that you’ve taken a new action. If there’s no action you haven’t truly decided." - Tony Robbins
“Nothing is impossible. The word itself says I’m possible.” - Audrey Hepburn
“Happiness is a decision. You are as happy as you decide to be.” - Unknown
Favorite Color: Pink for breast cancer awareness