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Kim Kozak

Accountant, Finance

Kim joined Clearstead in 2022 as an Accountant for the finance department. She has over six years of accounting experience, specializing in accounts payable and accounts receivable. Kim is responsible for payables processing, travel and expenses, and other financial and accounting needs.

Prior to joining Clearstead, Kim worked as an Accounting Assistant and Accounts Receivable/Accounts Payable Specialist at Skyline Trisource Exhibits, and as a Bookkeeper for multiple entities within Palmieri Enterprise. In October of 2020, she received the QuickBooks Certified Desktop User certification.

Find Your Clarity

Clearstead is structured to put client's interests first through our fee-only advisory model. Clearstead is independent and believes this is central to providing objective advice to clients.