Director of Client Service
Kim's experience with operations and back-office procedures is instrumental in running our firm efficiently. She uses that experience to serve our clients by easing the establishment of accounts, facilitating ongoing communications, and providing cashiering services as an assistant to our investment advisor representatives. In the office, the details are critical and timeliness a priority.
Kim graduated from the University of Oregon, with a Bachelor of Arts degree in communications, with an emphasis in management, and have spent the past 19 years cultivating a client-first approach to service in the medical, legal, and financial services industries.
She is a proud mother of three children and one dog, a Great Pyrenees. Her son, Liam, recently graduated from the University of Oregon, daughter, Kenzie, is attending the Robert C. Clark Honors College at the University of Oregon, and her youngest daughter, Hailey, is in elementary school. When she's not working, she is devoted to living in the moments of parenthood!