Kim Kerr

As a Client Service Associate, Kim works side-by-side with Wealth Management Associates and Wealth Managers to process client requests. Our clients’ lives can be hectic and stressful; by executing the daily inflow of time sensitive tasks, Kim is able to provide our clients with worry free solutions to some of their daily stressors.

Kim attended Western Michigan University and graduated with a Bachelors in Elementary Education.  Prior to joining Coldstream, Kim worked as an office administrator and as a portfolio administrator at Pacific Portfolio Consulting for 8.5 years before taking time off to raise her daughter.

MOST TREASURED THING I OWN

The most treasured things I own are unexpectedly sentimental kitchen gadgets. I’ve been gifted or inherited different kitchen appliances or utensils through the years, and I love thinking about the people that gifted them whenever I pull them out.

ONE PIECE OF ADVICE

“It is not in doing what you like, but in liking what you do that is the secret of happiness.” – Peter Pan

HOBBIES

I love going for walks in my neighborhood, hanging out with friends and family, cooking good food, and traveling to visit family.