Kim joined Lighthouse Planning Consultants in October 2019 and quickly became an integral member of the team. In Kim’s role as a Client Relationship Manager she spends much of her days assisting clients with cash deposits, distributions, and servicing of accounts. She also provides many services to our 401k and 403b retirement plan clients.
Kim brings over 10 year of banking experience to Lighthouse. During her time at Commerce and TD Bank, she was able to advance her career as a part time teller to a full time Senior Customer Service Representative. She is currently studying for her Life and Health Insurance license.
When not in the office Kim enjoys spending time with her dogs.