Kim Peterson, FPQP™
Connecting with clients and colleagues on a personal level is my specialty, and it is integral to my role as a Client Coordinator at TCI Wealth Advisors. With eleven years of experience in the hospitality industry, I’ve held in various roles, shaping my ability to thrive in dynamic and fast-paced environments. In 2021, I transitioned to the financial industry, where I was able to blend my passions for client connections with my organization. Two years later, I eagerly embraced the opportunity to join TCI.
Born and raised in Arizona, family is at the heart of everything I do. In my free time, I love spending quality time with my family, trying new restaurants, and watching the Phoenix Suns with my husband. Surprisingly, my two biggest passions—working out and indulging in Mexican food—exist in a delightful contradiction.
As a Client Coordinator I get to do many things I am passionate about. I love the planning and scheduling aspect because I thrive on organization, it comes naturally to me. I enjoy thinking of new ways to make processes more efficient and helping others stay organized. I also enjoy how my role gives me the opportunity to get to know our clients and my coworkers on a deeper level. I love getting to know people and remembering stories they tell me or little things about them to create real, long-lasting relationships.
My favorite part about working at TCI is the culture. You can really tell that coworkers care for each other here. There’s always someone to lean on, or a helping hand if needed. We have the same mindset with our clients, they are so important to us, and it really shows. That’s the biggest reason I wanted to be a part of the team here, because we treat each other and our clients like a second family.