Kimberly Matley-Threat

Senior Client Relationship Manager & Operations Manager

As Senior Client Relationship Manager and Operations Managerat Link Financial Advisory, Kim oversees client relationships and the firm’sday-to-day operations. She provides client servicing and advisor support whileensuring that operations are handled with care, accuracy, and efficiency.

With more than 8 years of experience in financial servicesoperations, Kim combines her attention to detail with a genuine passion forcreating an exceptional client experience. She plays a key role in maintainingthe firm’s high standards of service and supporting the advisory team so theycan focus fully on clients.

Before joining Link Financial Advisory, Kim earned herdegree in Business Administration from American InterContinental University.She is a registered representative holding her FINRA Series 7 and Series 66licenses. In addition, she serves as a Notary Public for the State of Nevada —combining her operational expertise with a deep commitment to client service.

Outside the office, Kim enjoys spending time with her family, curling up with a good book, and catching films at the local Arts District theater.

MEET
Kimberly Matley-Threat

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A consultation call is a discovery process. A way for advisors to capture your full financial picture. By the end of the meeting, you'll have more clarity of your finances, our financial planning process, and the next steps to securing your financial future.

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