Kim Samuelson

Kim Samuelson

Operations Specialist

Kim joined our team in the summer of 2013 and is currently serving as Office Manager for Matt and helps Jill with the day to day operations of the office. She is instrumental in ensuring client account paperwork and service requests are completed in an accurate and timely fashion. Kim spent over 15 years in the banking industry and has also provided office and bookkeeping support for her husband’s small businesses for over 35 years.

Kim enjoys running, gardening, baking and traveling to visit her two grown sons.