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Kim White

C(k)P | Lead Retirement Plan Advisor

Builder of Trust. Motivator. Thrives on helping others. Present and empathetic. Encouraging and empowering retirement plan participants to take ownership of their retirement success.

Kim White, C(k)P, Lead Financial Advisor, Retirement Plan Specialist: A woman with short blonde hair and glasses working in a cubicle.

Kim specializes in enrollment, education, and one-on-one consultations to help participants articulate their retirement goals and take ownership of their retirement success.

Kim joined Strategic in 2013. She coordinates and delivers regular educational sessions and one-on-one consultations to help participants articulate their retirement goals and take ownership of their retirement success. In addition much time is spent with the employer (and partners) to ensure their retirement plan process and experience is optimized.

Kim brings over twenty-five years of experience working with corporate retirement plans. Most recently, Kim was a Qualified Retirement Plans Account Manager with Adirondack Financial Services. Before joining Adirondack Financial Services, Kim spent over 13 years servicing Corporate Retirement Plans at Bank of America.

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Education

  • Chartered 401(k) Professional (C(k)P)
  • Utica School of Commerce, Associates Degree

Beneath the Surface

Claim to Fame

I’m always the first one out the door to play when it snows!

Enjoys

In beautiful upstate New York winters, you will find me gliding along the x-country ski trails. Come summer I’m either kayaking in the Adirondacks or cruising the serene waters of Delta Lake. When I can’t be outside, I’m doing some sort of craft.

Family

My husband, Doug, and I enjoy life on Delta Lake. Our family includes three children: Dougie, Lindsey, and Rebecca, her husband Rob, and our granddaughter Adeline. We love spending time with them every chance we get.

Don’t limit yourself, believe you can achieve and just do it!

Leigh McCarthy