Branch Operations Specialist
Account Information, Updates, Distributions, or Contributions
1.800.323.9171 ext 1
Kim has worked in the financial services industry since 2000, working alongside members of the Full Circle Financial team since before the Full Circle brand itself was launched. She brings to the practice outstanding operations and client service knowledge and experience, and a genuine interest in helping our clients experience outstanding service.
She manages the administrative and operations support needs of the office, maintaining organization and ensuring the team has the most current updates from our product and support organizations. She also has expertise in the event planning and logistics arenas, and helps to create our memorable client education events. She lives just outside of Rochester with her husband Ray, and their two children.