Kim is a Senior Client Relations Specialist for McGlone Suttner Wealth Management. She provides vital support services to the financial advisors by maintaining client accounts, assisting clients with information and problem resolution, and completing tasks related to client portfolios. Her experience with business processes and system complexities bolsters McGlone Suttner Wealth Management’s efficiency and accuracy in working with managed accounts.
Kim earned her Bachelor of Science Degree in Human Services from the University of Wisconsin-Oshkosh. Most of Kim’s professional career was spent at Thrivent Financial in various capacities, both in service and leadership roles. With her extensive background in task prioritization and meeting of deadlines, Kim strengthens the team. A teamwork approach, attention to detail, and confidentiality allow Kim to work harmoniously with clients and team members.
She, and her husband Brian, reside in the Kaukauna area with their four children: Ethan, Kaylee, Zachery, and Isaac. The family enjoys spending time at their Pelican Lake cabin, attending Brewer games, and spending time with family and friends.