Kim Brown

Kim Brown

Kim Brown
Client Service Manager
Email
(913) 748-0600

ROLE AND EXPERTISE

Kim’s primary role at Melton Wealth Partners is to serve 401(k) participants and plan sponsor needs, coordinate and facilitate individual client requests, event planning and organizing Matt’s various needs. This includes account administration, facilitating client inquiries and information requests, scheduling appointments, and maintaining client records. Kim strives to create, maintain and build enduring relationships with our clients.

Kim enjoys providing superior customer service to clients, ensuring they are served in a timely, professional manner with the utmost of care. As client service manager and executive support partner to Matt, serving clients and managing the daily tasks required allows our team to operate efficiently and in an organized manner. Her daily contributions provide the foundation for our advisors, allowing them to focus on what is most important – providing financial planning and strategies for our clients to achieve financial peace of mind.

BACKGROUND AND EDUCATION

Prior to joining Melton Wealth Partners, Kim was an Executive Assistant and Client Service Associate with other local financial services firms and has worked in the Financial Services Industry for 20+ years servicing clients.

  • Bachelor of Science in Hospitality Management - Kansas State University
  • FINRA Series 6 & 63
  • Life/Health/Long-Term Care Insurance Licensed

PERSONAL

Kim’s enjoys working out, cooking, baking, and spending time with family and friends. Kim is married to Steve, and they have two grown children. She also devotes time to the following charities: Happy Bottoms (a local diaper bank) and Rebel (focuses on educating, training and empowering youth).

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Matt Melton, CPA, CLTC®, RICP®, ChSNC®
Wealth Management Advisor


Melton Wealth Partners

 

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