Kim Keehan joined TMS Financial in September 2021 and specializes in advisor support, client service coordination, and operational organization, helping ensure a seamless experience for both clients and the investment team. Her responsibilities include managing client communications and requests, coordinating TAG conferences and events, supporting tax data processes, and assisting with the day-to-day workflow that keeps operations running efficiently. Kim serves as the Senior Assistant to Dominic Reinerio.
With extensive experience supporting executives and their clientele, Kim is recognized for her professionalism and attention to detail. As a Wisconsin Notary Public and active member of the firm’s charitable committee team, she is committed to providing dependable support while helping foster strong relationships both within the firm and with clients.
Originally from Long Island, New York, Kim enjoys spending time with her family and her three Corgis when she is away from the office.