Kim shares her enthusiastic demeanor with Frehner Wealth Management’s clients as the firm’s Client Relationship Manager. Kim’s detailed nature assures that our client’s needs are met in a timely and efficient manner. From the moment a client begins a relationship with Frehner Wealth Management, Kim will assist the Wealth Managers with setting and confirming appointments, coordinating client events, and building a personalized dossier on each client so we can best serve their wealth and planning needs.
Prior to joining Frehner Wealth Management, Kim spent over ten years in the insurance industry. Most recently, Kim spent the previous three years serving clients as a member of the management team for a retail operation specializing in home improvement. Additionally, for the past 25 years, Kim’s entrepreneurial spirit has been on full display as she has successfully run her own personal services business.
Kim is a native Californian who grew up in nearby Long Beach. She relishes spending time with family and friends enjoying all the wonderful outdoor activities at her doorstep.