Kim assists our team with all operational and client-facing needs, from opening accounts to executing trade orders to researching client inquiries. She wants our clients to know that their goals are always a top priority, and she works diligently to ensure their needs are addressed in a timely and efficient manner.
Her thoroughness and attention to detail are evident in every task she tackles. She listens carefully whenever a client needs something or has a question, and diligently follows through to arrive at a resolution.
She enjoys building close relationships with our clients whenever they call or visit, making it a point to remember little details about their lives and family that they have shared with her. “Sometimes client questions are completely unrelated to their accounts. It’s a huge compliment to know that they think of our team as trusted advisors for whatever life throws at them,” Kim says.
Kim has more than 35 years of experience in the financial services industry and holds Series 7, 63 and 65 securities licenses. As a Certified Wealth Strategist®, she has attained a higher level of education and training in financial planning.
Before transitioning to Raymond James with our team in May 2022, she was an associate advisor and branch operations manager at D.A. Davidson for 17 years and a registered client associate at A.G. Edwards & Sons for 19 years.
Kim was born and raised in Oregon and lives in Hillsboro, Oregon, with her husband, Dean. In her free time, she enjoys gardening, taking RV trips with her family to the Oregon Coast, and spending time with her daughter, Alexandra, her son-in-law, Josh, and her two grandsons, Grayson and Finnegan.