Passionate about offering the best service, Kim takes great pride in using a proactive approach to serve clients. Her hard work and dedication to putting clients first set the foundation for her success working with small business owners, high net worth individuals, family office groups, professional athletes, partnerships, corporations, trusts, and more! In the profession for more than a decade, Kim has developed expertise in serving professional service businesses, specifically physicians, stock options, multi-state taxation and residency issues, advanced tax planning strategies (CLAT, NING, CRUT), real estate sales and exchanges, taxation of income earned overseas, entity selection, strategies for a business sale, and retirement plan set up. She enjoys providing leadership and mentorship to up-and-coming accountants at the firm to try and inspire them to be great at what they do. Born in Merced, California, Kim moved to San Diego in 2006 upon attending San Diego State University. As a four-year letter winner for the SDSU women’s basketball team, Kim graduated with a bachelor’s degree in accounting in 2010. She was named to the Mountain West Conference All-Academic team and Dean’s list for the 2007 – 2008 season and received the SDSU Scholar-Athlete award seven out of eight semesters.

A licensed CPA, Kim helps her clients achieve their financial goals by being available to answer questions and taking a step back to look at the bigger picture, suggesting creative solutions for her clients’ tax and life-long wealth planning. To act as a true business advisor to her clients, Kim has a very in-depth knowledge of the accounting related to the financials of business owners to not only help them minimize taxes but maximize profit. She is passionate about her work and highly values the client relationships she has developed.

Outside of work, Kim prides herself on giving back to the community having previously served on the Alumni Board and Intercollegiate Athletics Committee at her alma mater, SDSU. She also previously volunteered for Rebuilding Together San Diego and Home of Guiding Hands Audit Committee. She currently is engaged with Aztecs Going Pro, which helps athletes at SDSU prepare for a career after sport. Kim was recently honored with the distinction of being named one of ten 2023 Rising Aztecs in recognition for her leadership and dedication to San Diego State University Alumni. Kim is an avid fan of all sports and is often found at sporting venues across the country and, most notably, at Aztec basketball, Padres, and Wave games. You can find Kim enjoying all things outdoors in Encinitas, spending time on the golf course, socializing with friends, and enjoying time with her dogs!