Kim JardineClient Service Associate, Qualified Plans


As a client service specialist for the Qualified Plans division, Kim is responsible for benchmarking qualified plans, participant education, and plan review preparation. Throughout her career, she has worked with wealth management clients, large health benefit groups, and in-depth financial planning.

Kim graduated from Colorado State University with a degree in business administration and management and a minor in Spanish. She obtained her Accredited Investment Fiduciary (AIF®) designation, which represents her thorough knowledge of, and ability to apply, the Fiduciary Practices.

Kim resides in Fort Collins, Colorado, with her husband and two boys. She enjoys training and running in marathons.