CLIENT SERVICE REPRESENTATIVE
Kim Creque is a client service representative who brings over 20 years of office management experience both in and out of the financial sector.
She began at MetLife in their Word Processing department in 1995. In 1998 she handled placing stock broker trades and client relations at Kirk Patrick Pettis. In 2004 Kim joined ING’s Variable New Business department, processing life insurance applications and working closely with the underwriting department. Now she works as back office support and account-opening specialist at Better Money Decisions.
“I believe that effective communication and thoroughness are the keys to getting tasks done correctly.”
Kim always strives to meet each client where they are in their financial journey. She is very detail oriented and knows the importance of organization, prioritization, timelines and flexibility.
Investment advisory services offered through Better Money Decisions, LLC, an investment advisor registered through the SEC.
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