Kim Marques Bourne joined the team in November 2015 as the firm’s Client Service Manager. In 2021, Kim was promoted to Operations Manager, taking on firm-level responsibilities by supporting advisers with back office operations and maintaining relationships with firm’s vendors, while supervising and training the team in their client-level responsibilities.
Kim graduated from San Diego State University in May 2016 with a Bachelor of Science degree in Business Administration with an emphasis in Financial Services and, also holds the SDSU Certificate in
Personal Financial Planning.
Kim is originally from Guam and moved to San Diego in 2001. She enjoys spending time with her husband and family. Her hobbies include fishing, Pilates, and creating picture and video montages.
David M. Brenner, CLU, ChFC
CA Lic. #0801900
Alexandra Kinander, CFP®
CA Lic. #0F80681
California License #2123508