Partner Client Advisor
Freestone is an independent wealth advisor to select high net worth families and institutions with offices in Seattle, Washington, Oregon and California. We provide a personalized experience combining rational, intelligent advice and sophisticated investment strategies.
Kim joined Freestone in 1999 as one of the firm’s five original members. She initially served as Freestone’s Operations Manager and Compliance Officer before transitioning back to the client side to pursue her passion for building relationships. She enjoys working directly with clients to help them navigate the complexities that wealth inevitably brings. Kim provides wealth management advice and service to some of the firm’s most affluent families. She works closely with her clients’ CPAs and attorneys to form a holistic approach to their wealth management needs.
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