Steve Kim, CFP®
PRESIDENT
Steve Kim is a Certified Financial Planner™ dedicated to helping clients bring clarity and confidence to their financial lives. With decades of experience in wealth management and a background spanning global financial centers, Steve combines technical expertise with a genuine passion for guiding people through life’s most important financial decisions.
He takes time to understand each client’s unique goals, values, and concerns before crafting tailored strategies. Steve believes education and transparency are essential, ensuring clients feel empowered and supported every step of the way.
After beginning his career in institutional banking and asset management across Asia and the U.S., Steve founded Monadnock Financial in 2011 and later acquired Brady Associates Asset Management in 2021. Today, under the Orbis Wealth Management name, he continues to expand services that help individuals, families, and business owners navigate financial complexity with integrity.
Steve lives in Peterborough, NH, with his wife Jinsook and their son Harrison. He is active in the community and has served on several nonprofit boards.
Mindy Taylor
Client Service Manager
Mindy Taylor brings more than 30 years of experience in client service and hospitality to her role as Client Service Manager. Known for her warm approach and solutions mindset, she ensures every Orbis client feels welcomed, supported, and cared for.
With a B.S. in Psychology and a lifelong passion for helping people, Mindy understands that financial planning is about more than numbers—it’s about emotions, relationships, and peace of mind. Her background makes her especially skilled at guiding clients through the often personal and emotional aspects of money.
Outside of Orbis, Mindy enjoys an active lifestyle that keeps both her body and mind strong. Whether lifting weights, hiking New England trails, taking a spin class, or practicing yoga, she prioritizes her physical and mental well-being. She also loves cooking, beach days, and spending time with her husband, children, and friends.