Kim Ragan

I've been in financial services for 30 years, and I still love what I do. My role is all about support, whether that's opening new accounts, helping clients with existing accounts, handling compliance and accounting, or simply being there when someone needs an extra hand. I enjoy working with numbers and making sure everything runs smoothly, but what really keeps me motivated is working with our clients and being part of this team with my brother and nephew.

Customer service and attention to detail are what I bring to this firm. I want every client to feel supported and taken care of, and I think if you asked them, they'd tell you that's what they get. I love getting to know people on a personal level. That's the best part of this job for me: building real relationships with the people we serve.

I grew up in Pittsford and went to Monroe Community College. My father was in the insurance business, and I worked with him before joining Paychex, where I spent several years before coming to Henderson Wealth Management. So in a way, I've come full circle, working in this industry and now back with family.

These days, I live in Walworth with my husband Mike and our two dogs, Clayton and Nola. It feels good to be back in the area where my parents grew up. When we're not working, Mike and I love boating on Lake Ontario and the St. Lawrence River. We also enjoy hiking, and I'm a quilter, which gives me a creative outlet when I need to unwind. We travel as much as we can and spend time with family and friends whenever possible.

*not registered with Osaic Wealth, Inc