Kim has been in the virtual program at Integrated Financial Group for 7 years. She assists in all areas of client service and operations. Kim covers many different advisors with helping them get the task done for them to free up their time.
Kim is originally from Ithaca, New York but has been in Florida since 1992. Kim has one son, Jake, who is 18 years old and just graduated Highschool. When not working, you can usually catch her at the beach or playing pickleball.
Kim also had a dog named Ella, who she rescued in 2019.
AREAS OF EXPERTISE
- Client Service
- Liaison between clients, advisors and LPL Financial
- A.B.A. Alfred State College
- Series 7 License