Steve Kim, CFP®
PRESIDENT
Steve Kim founded Orbis Wealth Management on a simple belief: that independent, fiduciary advice and active, disciplined investment management should work together to help clients navigate changing market conditions and evolving financial goals. That philosophy continues to guide Orbis’s approach to financial planning and portfolio management today.
With nearly two decades of experience and an MBA from the University of Iowa Tippie College of Business, Steve brings a rare combination of institutional depth and personal commitment to every client relationship. His career began in institutional banking and asset management across Asia and major U.S. financial centers — giving him a global perspective on markets that informs the top-down, macro-driven approach he applies to client portfolios today.
Steve founded Monadnock Financial in 2011 and later acquired Brady Associates Asset Management in 2021, growing Orbis into a trusted New England advisory firm serving executives, business owners, and families navigating life’s most important financial transitions.
What sets Steve apart is his conviction that wealth management should be active, not passive. He continuously monitors economic conditions, sector trends, and market signals — adjusting client portfolios with intention, not inertia.
Steve lives in Peterborough, NH with his wife Jinsook and son Harrison. He serves on the board of Monadnock Community Hospital and is active in the Grand Monadnock Rotary — because he believes the same integrity that guides his financial work should extend to the community he calls home.
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.
Karen Keenan
Support Associate
Karen Keenan brings a diverse background in banking, financial services, and client service to her role at Orbis Wealth Management. She earned a B.A. in Psychology from the University of New Hampshire and began her career in banking before working as a financial paraplanner with a registered investment advisor. After taking a career path outside of financial services, where she provided customer service and support to artists, she returned to the financial services field and joined the Orbis team.
Karen enjoys helping make the financial world feel more approachable, guiding clients through the forms and processes involved in their financial affairs. She understands that these responsibilities can sometimes feel complicated, and she strives to be a friendly and dependable resource for clients when questions arise. She particularly enjoys building relationships with clients and helping them feel comfortable and supported throughout their interactions with the Orbis team.
Outside of Orbis, Karen enjoys creative projects and spending time with family.