Kym delivers a high-quality level of administrative and operational service to our clients. Always helpful and highly knowledgeable, her ongoing priority is to build strong and trusting relationships with our clients, and to ensure they enjoy an extraordinary client experience.

Kym also supports the business operations of our team, rebalances accounts and provides assistance to the financial advisors in monitoring accounts. She holds Series 7 and 66 securities licenses. Her duties also include daily account trading, overseeing staff and office workflow, monitoring daily cash flow and incoming funds, and assisting clients with account-related questions.

Before joining our team in March, 2018, Kym was an Assistant Branch Manager at US Bank with 20 years of experience in the banking industry.

Originally from Mountlake Terrace, Washington, Kym lives in Gig Harbor with her husband, Mike. In her free time, Kym enjoys reading, watching football and playing softball. Kym is also dedicated to serving the community. She is involved with the Bush Polen Relay for Life team and has worked with many local fundraising events.