Kim is our Client Service Manager. She has been with Van Geffen Wealth Strategies for the past 30 years. Kim has extensive Executive Administration Assistant and Client Service experience. In addition to ensuring that our new clients have a smooth transition into our firm, her responsibilities also include initiating all account paperwork, transfers, wires, IRA contributions, distributions, ordering checks, etc. Kim is the go to person for all of your account related needs and questions. Kim's responsibilities also include monitoring and managing all office flow. Kim is also our in house expert on all things Disney. When not working, odds are she could be found at the Disney park in Florida. To date approx. 10-12 visits.
Kim holds a degree in Business Management form Southeastern University.
She resides in Slidell with her husband Chris and their three sons Keith, Kyle, and Cole.