Kim has worked in the Financial Industry since 1995. Since becoming an Administrative Assistant for Integrated Financial Group, Kim is committed to creating a smooth system to process new business as well as tracking and maintaining existing business. She is dedicated to doing her best to exceed the expectations of every client and advisor. Her main focus is exceptional client service.
AREAS OF EXPERTISE
- Client Service
- Liaison between clients, advisors and LPL Financial
OUTSIDE THE OFFICE
Kim is originally from Ithaca, New York but now lives in Florida. Kim has one son Jake who is 12 years old. When not working you can usually catch her at the beach.