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The Joseph Group

Kim Kline, CRPS™ For the Love of Family

What should our clients and friends know about you?

My world revolves around being a mother of two beautiful girls (Logan age 11 and Lucy age 9) and the wife to my amazing husband Jeff. My family is what drives me to succeed and provides the support and love I need to thrive in my role at The Joseph Group.

Outside of my immediate family, we also spend a lot of time with my parents, in-laws, and our siblings. In my “free” time, I enjoy reading, and I lead a book club with a few ladies in the Pickerington area. I also love hiking, walking my dog and spending time with friends. My family and I are also active members of our church, Sycamore Creek Church in Pickerington, where I enjoy being a morning greeter and teaching at our kids ministry.

My favorite night of the week is Friday because we have family night. Family night, for us, typically involves going out for dinner and dessert, usually ice cream. For us, Friday nights are special as it gets us away from our usual routine and enables us to focus on each other. We typically use this time to catch up on our week and talk about what is coming up that we are looking forward to. Then on most Saturdays you will find us either at soccer or basketball games for our girls. Between seasons we may even take part in a 5k as a family for a cause that we love and support.

What do you love most about The Joseph Group?

What I love most about The Joseph Group is the impact I get to make in my role. Whether it is through clients and helping them plan for retirement or my co-workers.

In my role I can make an impact on hundreds of lives in the Retirement Plan division. Whether it is a new hire I’m assisting in an enrollment, someone mid-career who may need to make some changes to their plan to meet their goals, or a participant who is just days away from retirement and is both excited and nervous. These conversions are all unique to the person I am meeting with and while some may just be passing conversations, I am hopeful that for many these conversations make a lasting impact, not only on their retirement savings, but on their mind set toward retirement.

Additionally, I am not only able to make an impact on the lives of my colleagues, but they make an impact on me and my family. Having worked previously in much larger companies the camaraderie and friendship found at The Joseph Group is special and unique. We can really get to know our teammates as well as their families and support each other through all seasons of life. We especially enjoy celebrating milestones (weddings, births of children, and birthdays). Additionally, through our volunteer work each year we can give
back to the community and build lasting memories as well. It’s a fantastic culture that I am proud to be a part of.

What does a great life mean to you?

Many years ago I read The Five Love Languages book and discovered my love language is Quality Time and I think that reflects what a great life is all about for me. A great life means spending time with the ones I care about and being able to make other people’s lives better.

The biggest impact I can make on my children is teaching them to love God and love others. To do that means being present, and not just for their activities but for their lives. As my girls grow, too quickly it seems, my goal is to provide the love and support they need to grow and thrive. Watching them change from toddlers to young girls and soon into teenagers has been amazing and brings a lot of joy to my life.

My husband and I are lucky to share the same love language and from the first day we met we have been all about experiencing things together. Whether it’s traveling to new places and exploring together (or with the girls), taking time for small date nights to new places around town, or serving together at church, spending time together has always been a priority and has contributed to my great life thus far. I’m excited to see what God has in store for us as we grow old together.

For my friends, it’s about having meaningful friendships and being able to pour into them as much as they pour into me. One thing I have learned over time is that friendships grow and change, but you should always value true friendships and protect the time you have with your friends. Whether this is through dedicated time together, caring for each other during hard times or simply knowing they are a call or text away.

These are just a few of the pieces the contribute to my great life.

* No portion of this Client Story should be construed as an endorsement of The Joseph Group’s services, or as a guarantee that he/she will experience a certain level of results or satisfaction if The Joseph Group is engaged, or continues to be engaged, to provide investment advisory services.