Tori has been assisting the Wealth Planning department at KBH since the start of 2022. She is the one booking meetings, preparing paperwork, and keeping everything running smoothly behind the scenes. She helps the Wealth Planning team so they can better help you, and she is always ready to answer client questions or respond to requests regarding Financial Plans, Investments, and Insurance.
Outside the office, Tori is an avid reader (she has her own book club), a lover of Korean food and culture (she lived there for six years), and a volleyball enthusiast (she both watches and plays regularly). She values travel, hobbies, and passions, and she knows our clients value these things, too! That’s why she is here to help our clients walk the path that leads to their financial goals.