Kim joined Legacy Capital Wealth Management in 2002. She brings 20+ years of exceptional customer service experience to our firm. People describe her as dependable, loyal and hardworking. Kim maintains her Series 7 securities license through LPL Financial. Kim’s main responsibilities are opening new accounts, assisting clients with beneficiary changes, contributions and distributions, and helping clients with administrative questions. Kim also works with assisting 401K participants. She delivers high quality service to each of our clients.
When not at work, Kim enjoys lake time, pool time, camping, walking her dog and spending time with friends and family. Kim also enjoys traveling to warm destinations in the winter, attending concerts and playing bingo. Kim lives in Wyoming, MN with her husband Terry and their dog Tyson. Kim has two adult children and four grandchildren.