Kim S. Stumpf
Kim is a Client Service Coordinator for Kerntke Otto McGlone Wealth Management Group as a vital member of the Jason McGlone team. She provides support services to the financial advisors by maintaining client accounts, assisting clients with information and problem resolution, and completing tasks related to client portfolios. Integrating her communication and analytical skills with her timely knowledge of today’s technology, Kim’s unique skillset empowers her to help clients in attaining digital information regarding their personal portfolios. Her experience with business processes and system complexities will bolster KOM’s efficiency and accuracy in working with managed accounts.
Kim earned her Bachelor of Science Degree in Human Services from the University of Wisconsin-Oshkosh. Kim’s professional career was spent at Thrivent Financial in various capacities, both in service and leadership roles. With her extensive background in task prioritization and effective meeting of deadlines, Kim strengthens the Jason McGlone team. A teamwork approach, attention to detail, and confidentiality allows Kim to work harmoniously with Jason’s valued clients and all members of the KOM team.
She and her husband Brian reside in the Kaukauna area with their four children: Ethan, Kaylee, Zachery and Isaac. The family enjoys spending time at their Pelican Lake cabin, attending Brewer games and spending time with family and friends.