Client Service Supervisor
Kim is a Registered Assistant and a Client Service Supervisor. She holds her Series 7, Series 63, and Life and Health insurance licenses. She started her career with Dave Brennan in 2000, and worked as his right hand for 17 years. She joined Debra’s team in 2018.
Kim is customer-focused and enjoys interacting with our clients. She is always eager to help clients with questions they have, and resolves issues quickly and completely. Kim works in the same capacity with Debra as she did with Dave, guiding clients through portfolio changes and transactions.
Kim is originally from England and enjoys travel, reading and learning Italian.