Kim joined the Wealth Advisors of Tampa Bay team in 2019 as the Operations Manager. She works with staff to oversee the daily office operations and works with management to develop operational procedures. She also acts as a liaison between Wealth Advisors of Tampa Bay and LPL Financial and is responsible for assisting the firm's Chief Compliance Officer. She enjoys creating processes serve the client and firm and brings warm, welcoming, and efficient customer service to the firm.
She attended the University of Houston where she studied finance and has over 25 years of experience working with several broker/dealers in Texas, Florida, and California. She began her career in finance because she saw the need for fair and superior quality of financial service and advice. Kim has her Series 7, 63, and 66 held through LPL Financial and Life and Health licenses.
Kim is originally from Alvin, Texas and currently resides in Valrico, Florida with her husband and their four pets. She is the proud grandmother of seven beautiful grandchildren. In her free time, she enjoys gardening, golfing, and all forms of music.