Client Services Account Specialist and Trainer
Kim is one of our most experienced team members, having joined the company in 1989.
On a more personal note, Kim is a big supporter of the Juvenile Diabetes Research Foundation, the American Diabetes Association, the Susan G. Komen Breast Cancer Foundation, St. Jude Hospital and the American Cancer Society.
Kim, who grew up in the Northwest and now lives in Kirkland, also enjoys animals, reading and spending time with her husband, Randy, and their sons, Alexander and Nicholas.
What is a Client Services Account Specialist?
Your first point of contact
When you visit or call our office, you'll speak with one of us. We pride ourselves on providing warm, professional, and quality service every time you walk in our doors or one of your calls lights up our phone.
Your financial liaison
We coordinate between you, the custodian, and your Wealth Advisor. We help execute everything you discuss with your advisor, collaborating with them daily to tackle the objectives for managing your assets.
Your account expert
We can assist with all of your account maintenance needs. Whether you need a quick money transfer, confirmation of a recent trade, or are wading through 401(k) rollover paperwork, we can help!