As Chief Operating Officer, Kimberly Lau oversees the design, enhancement, implementation and reporting of the firm’s financials, operations, human resources and compliance. Reporting to the CEO and working as a key member of the firm’s team, Kim takes a leadership role in building, implementing, and overseeing all of the firm’s systems, processes, workflows, and procedures. Kimberly also plays a critical role in helping to shape and guide the future development of the firm.
Prior to joining Summit Financial over 16 years ago, Kim gained valuable experience working as Manager of Publicity & Promotions for New Line Home Entertainment. Kim received her B.A. in Marketing from University of California, Irvine in 1996 and also holds the FINRA Series 6 & 63 securities registrations through Triad Advisors, as well as a California Insurance License.
Kim currently resides in Thousand Oaks, CA with her husband Jason and two adorable sons.