Focus

Kim strives to ensure that clients’ administrative, operational, and trading needs are handled accurately and quickly. She completes the day-to-day administration of accounts, including opening new accounts, updating existing account information, managing account transfers, asset movement, trading, and responding to client inquiries. As technology capabilities emerge, Kim is happy to adopt the new procedures and is able to assist clients with doing so as well. She is able to solve problems as they arise and will provide regular updates to clients as she works through the process.

Background and Experience

Kim grew up in Iowa, about 45 miles west of Des Moines, but made her way to Kansas City and graduated from University of Missouri Kansas City. She began her career working in the lending department for Wells Fargo. She quickly realized that she wanted to expand her knowledge base and how she interacted with clients and landed a Client Associate role with Charles Schorgl, Financial Advisor. She obtained her registrations (FINRA Series 7 and Series 66 registrations) to secure the title of “Registered Client Associate,” giving her the ability to trade for clients, and adding even more value to her already valuable skills. The partnership between Charlie and Kim stuck, and she has been building her knowledge in a quickly changing industry ever since. 

Away from the office

Kim lives in Overland Park with her husband and two children. When she isn’t attending soccer, baseball, basketball, volleyball, or other youth activities, she enjoys spending time with her husband, friends and family. Kim has a knack for baking, and she enjoys sharing this hobby (and gift) with children as well. Kim completed the Chicago Marathon in 2022 and is still an active runner today.