Kim Marques has been the Client Service Manager for D.M. Brenner, Inc. since November 2015. Her primary role is to manage new/existing client accounts, process client requests, and maintain client information with our Turnkey Asset Management Programs (TAMP), Custodians, Carriers, and Customer Relationship Management (CRM) platform.
Kim is originally from Guam and has been in San Diego since 2001. Kim graduated from San Diego State University (SDSU) in May 2016 with a Bachelor of Science Degree in Business Administration with an emphasis in Financial Services. She also completed the Personal Financial Planning program through SDSU.
Outside of work, Kim enjoys spending time with her family.
David M. Brenner, CLU, ChFC
CA Lic. #0801900
Alexandra Kinander, CFP®
CA Lic. #0F80681
Leilani Marques Harwood, MsPFP, MPAS® , CFP®
CA Lic. # 0G08928