Kim Frank

Kim joined Coyle Financial Counsel in 2000, following 10 years in the travel industry.
As a Complexity Manager, she provides detailed project support to clients and management. A multifaceted manager with wide-ranging experience, Kim coordinates client meeting preparations, facilitates the meetings, and conducts client follow-ups. Her daily range of duties includes relationship building, sales calling, statement reviews, banking, and office staff mentoring and teaching. She serves as principal supervisor and organizer of conferences, workshops, webinars, speaking engagements and daily work scheduling. Proficient in researching and building client master Mind Maps that enhance client-advisor relationships, she creates procedures for implementing Mind Maps, and serves as a Mind Maps workshop coordinator and trainer. An avid University of Wisconsin Badgers fan (and still-aspiring undergrad), she extends her multi-tasking skills in her spare time to travel, photography and "merry scrapbooking."