Kim V. Heyman

Principal at Rose Glen, LLC
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Contact Information
Location
Wynnewood, Pennsylvania, United States, US

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Experience

    • United States
    • Insurance
    • Principal
      • Jun 2020 - Present

      Rose Glen, LLC works with High Net Worth individuals and families and their advisors in the development of wealth transfer planning strategies and assist in the acquisition of life insurance. The Firm also provides access to wealth accumulation structured insurance with long-term care riders as well as annuity vehicles.

    • United States
    • Law Practice
    • 1 - 100 Employee
    • Partner
      • Jan 2014 - May 2020

      Kim was a partner in Gadsden Schneider & Woodward LLP, a boutique law firm in Radnor, Pennsylvania, specializing in estate planning, trusts and estate administration and litigation, charitable planning and related areas of tax and fiduciary law.

    • United States
    • Law Practice
    • 1 - 100 Employee
    • Counsel
      • Jan 2011 - Dec 2013

    • Attorney
      • 2005 - 2010

      Kim's practice was concentrated in trust and estate planning, with a focus on planning for wealthy individuals, business owners, business succession, special needs, as well as planning for philanthropic endeavors and retirement planning.

    • Director of Grantmaking
      • 2004 - 2005

    • United States
    • Gambling Facilities and Casinos
    • Executive Director
      • 2002 - 2003

      Kim was the Executive Director and manager of a youth development organization in the Bedford-Stuyvesant neighborhood of Brooklyn. She was responsible for all aspects of the organization, from fundraising to program development. She spearheaded and implemented a career development program, worked to provide healthier food options for youth participants and strengthened the after-school and summer programs.

    • United States
    • Law Practice
    • 200 - 300 Employee
    • Exempt Organization Attorney
      • 2000 - 2002

    • Tax Attorney
      • 1995 - 1999

Education

  • New York University School of Law
    J.D., LL.M.
    1992 - 1995
  • University of Pennsylvania
    B.A., psychology
    1986 - 1990

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