EXPERIENCE

Kimberly is a Senior Vice President and Trust Officer specializing in guardianship services. She brings over 27 years of experience as an attorney and professional fiduciary in wealth management. Kim began her career in guardianship and special needs trust administration in 1999 with American National Bank and had the privilege of working with the same core group of clients and families through several bank transitions over the next 20 years. Before joining Wintrust Private Trust Company, she worked for the guardianship groups at Northern Trust and BMO Harris Bank, continuing to hone her skills in navigating the often-complex issues that arise in the administration of guardianships and special needs trusts.

EDUCATION

Kim received a bachelor’s degree in history and political science from the University of Illinois at Urbana Champaign and her law degree from Georgetown University Law Center in Washington, D.C. She was admitted to the Illinois Bar in 1993 and the United States Supreme Court Bar in 1999.

EXPERTISE

As a Senior Vice President and Trust Officer in Wintrust Private Trust Company’s Guardianship Services group, Kim takes a holistic approach to administration by combining her own depth of knowledge with the advice of counsel, guidance of case managers and, most importantly, the personal expertise of family members who care for the client on a daily basis and know them best. Kim enjoys partnering with families to develop comprehensive budgets that meet the current and anticipated future needs of her clients.

INTERESTS

Kim and her grown daughter are avid travelers, much of that to support her daughters’ Irish Dance competitions both domestic and global. She enjoys spending time with her friends and exploring her new Chicago neighborhood.