Kathy’s experience in the retirement plan industry spans over three decades. In 2006 she joined the Benefit Resources team. She is responsible for work assignments, quality and control review, development, client consultations, and in-house training. Kathy’s passion is education. Kathy is the President of the Sacramento chapter of the Western Pension & Benefits Council and Vice President Continuing Education Officer of their Governing Board. Kathy also teaches the Employee Benefits at the UC Davis Extension Certified Financial Planning course. She is an IRS Enrolled Retirement Plan Agent, and has certifications as a Qualified 401k Administrator, Qualified Pension Administrator and successfully completed the Employee Stock Ownership Plan Administrative Course. Kathy is a devoted animal lover and currently has two active dogs and one lazy cat.
Kim is a perfect example of home-grown talent. She started at Benefit Resources as our receptionist and quickly took over the day-to-day activities necessary to run our office. She has served as our office manager and accounting manager for over a decade. She is responsible for our accounts receivable, accounts payable, and payroll. Kim brings common sense and institutional knowledge to work every day. Kim and her family are long-time Roseville residents and her youngest daughter Klarissa recently enrolled at University Nevada Reno.