Meet Kim
Kim is a Sr. Client Service Specialist based in Hunt Valley, Maryland. She joined Mercer Advisors in 2025 through the acquisition of Tufton Capital Management, where she served as Account Administrator since 2012. Kim began her financial services career in 1996 with a love for helping people understand that investing in the stock market long-term can be a great way to build wealth.
Her working style
Kim’s working style is about prioritizing client needs, building trusting relationships, and providing financial knowledge. She aims to pass the information to clients’ family members or friends who may need financial guidance.
Kim in real life
How do you give back?
I donate to local causes, volunteer to feed the homeless, and participate in community cleanups.
What keeps you busy outside of work?
I enjoy writing and improv.
Favorite thing about where you live?
Things I love about Baltimore: the city leadership, the community, and Edgar Allan Poe. Baltimore is enriched with history including the home where the Star Spangled Banner flag was sewn. We are lucky to be so close to Washington, D.C. and easy train rides to Philadelphia and New York City.
Ready to learn more?
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