Michelle Kim is a financial professional helping individuals and families make clear and confident decisions around insurance, retirement, and long-term financial planning. Having experienced military life firsthand, she understands the importance of trusted guidance through life’s transitions.

She provides practical, personalized strategies to simplify complex financial decisions and protect long-term financial security, with a strong focus on Medicare planning, retirement income, and insurance solutions.

Michelle holds a Master of Science in Information Systems Technology from George Washington University and an MBA from the University of Tennessee, bringing both analytical expertise and real-world experience to her work.

As a Registered Representative (Series 7) and a licensed insurance professional in Life, Health, Property & Casualty, she works closely with clients to develop strategies tailored to their unique needs and goals.

Having lived through multiple relocations as a military spouse, Michelle brings both professional insight and personal understanding to the families she serves. Her approach is grounded in clarity, trust, and long-term relationships.

She is actively involved in her community, including volunteering with the Boy Scouts of America and supporting military spouse advocacy initiatives. Outside of work, she enjoys outdoor activities, camping, and promoting health and wellness.

Education

George Washington University (MSIST), University of Tennessee (MBA)

Hobbies

Outdoor activities & camping, Community volunteering, Senior education & advocacy, Health & wellness initiatives

Affiliations & Memberships

Registered Representative (Series 7), CRD #8224027, Licensed Insurance Agent — Life, Health, Property & Casualty

Community Involvement

Volunteer with Boy Scouts of America (BSA), Military spouse advocacy and support initiatives