Meet Kim, she is a New Accounts Associate at The Entrust Group who has been with the company for 4 years. In her position, Kim is responsible for processing all Precious Metals and 401(k) applications, purchases, incoming wires, transactions and more. In addition, she runs daily reports to understand sales and purchases of assets. Let's learn more about her...
What do you enjoy about working for the company?
The opportunity to get to know other employees at the annual company event.
What special skills do you have?
I previously worked 20 years in the financial services industry in Sacramento.
What is the most common question you come across at Entrust?
"Do I have to store my metals at a depository or can I store them at home?"
Do you know any random facts about the IRA industry?
A required minimum distribution (RMDs) is the amount that Traditional, SEP or SIMPLE IRA owners and qualified plan participants must begin distributing from their retirement accounts by April 1st, following the year they reach age 70 ½.
What is your favorite type of food?
I love Mexican food.
Do you have any hobbies?
Bike riding and antique shopping.
Where are you from originally?
I was born in San Diego.
What do you enjoy about living in your state of Nevada?
Clear blue skies and snow covered mountains.
A fun fact about you:
I have been married for 39 years, have 2 grown sons and 2 grandchildren. I also have a brown belt in Okinawan Shorin-Ryu Karate.
Thank you Kim for taking part in our Entrust Employee Spotlight. We enjoy learning more about our employees and what makes them special. To learn more about employees at The Entrust Group, please visit our Entrust News page here.
To provide personal service, Entrust maintains local offices that are staffed by professionals with first-hand experience related to Self-Directed IRAs, real estate and financial services. We take pride in providing educational resources through our Learning Center to help clients and professionals understand the broad spectrum of investment options, regulations, and requirements, and the benefits of self-direction.
To learn more about our local offices and representatives, visit the contact us page.