Kimberly Matley-Threat

Senior Client Relationship Manager / Operations Manager

Kimberly Matley-Threat keeps Link Financial Advisory running seamlessly behind the scenes. As Office & Operations Manager, she oversees the firm’s day-to-day operations, ensuring that every process—from new client onboarding to account maintenance—is handled with care, accuracy, and efficiency.

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

Before joining Link Financial Advisory, Kim earned her degree in Business Administration from American InterContinental University.She is a registered representative holding her FINRA Series 7 license and is currently pursuing the Series 66. In addition, she serves as a Notary Publicf or 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

Let's start the conversation.

Schedule a consultation today.
What to expect from your consultation

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.

  • 30 to 45 minute
  • Educational and discovery focused
  • Confidential
General question or inquiry?
By submitting this form, you consent to be contacted by Link Financial Advisory via phone or email. Please review our Terms of Use and Privacy Policy for additional information.
Thank you! Your submission has been received!
There was an issue with the form. Please ensure all fields are completed and try again.