Kim Vincent

Kim joined Positive Planning Wealth Advisors LLC in June 2026, bringing several years of financial services experience—and plenty of travel stories—with her.

She began working in the financial industry in 2019 and continued building her career while earning her bachelor's degree in Human Resources in 2022. That combination of professional experience and a people-focused educational background has given Kim an appreciation for both the financial details that happen behind the scenes and the individuals and families those details ultimately affect.

At Positive Planning, Kim works as a Wealth Management Assistant, supporting the team and helping manage the day-to-day details that keep client service moving forward. She brings an organized, approachable style to her role and enjoys being part of a team where everyone works together toward the same goal: taking good care of the individuals and families the firm serves.

Originally from Missouri, Kim has always been close with her family, especially her two sisters. Family remains an important part of her life, along with her dog, Pepper, who has little trouble finding his way into the spotlight.

Kim also has a love for travel and new experiences. From 2024 into 2025, she spent a year exploring new places, experiencing different cultures and collecting plenty of stories along the way. After a year of adventure, she was ready for a new chapter and joined Shawn and the Positive Planning team in the summer of 2026.

Whether she is helping the team behind the scenes, planning her next trip, spending time with family or hanging out with Pepper, Kim brings a warm, easygoing personality, curiosity and a sense of adventure to everything she does.