Kim’s extensive history and strong understanding of the operational and administrative functions within our industry and firm enable her to help our team navigate and add insight to the financial changes and challenges that are an inevitable part of life for our clients.
Kim enjoys being part of our collaborative work culture and finds great fulfillment in applying her industry knowledge and leadership skills in support of our clients, their families and their goals.
She is dedicated to researching and answering complex questions and helping the team resolve client questions and inquiries accurately and in a timely manner. She also adds value by designing and updating our team processes and practices for greater efficiency and effectiveness.
Kim’s career in the financial services industry spans a quarter-century. Before transitioning with the team to Hall & Dornan Capital Partners in 2023, she spent more than 22 years with Wells Fargo Advisors. Her successful career included roles such as complex administration manager and market operations manager in Seattle and Bellevue, Washington.
While in those roles, she worked closely with financial advisors and provided education and training on policies and best practices. She is a graduate of the University of California, Santa Barbara, where she earned a bachelor’s degree in English.
Kim has lived in Issaquah, Washington, for more than 20 years and loves the beauty of the great Pacific Northwest. She and her husband, Jeff, are avid Seahawk fans and they attend home games with family and friends whenever they can.
She is also passionate about cooking and enjoys reading, gardening, and entertaining friends and family.
Kim's credentials and education include:
- CA Insurance License #4143364
- Resident State: Washington