Kim Koontz

Client Service Associate

(248) 633-8171  |  kkoontz@divport.com

Hello, I’m Kim Koontz – a recent addition to the wonderful team here at Diversified Portfolios! My role is to provide support to the team, helping in the execution and coordination of financial processes and procedures, with the goal of delivering seamless and comprehensive experiences to every client.

As a self-proclaimed expert organizer, I enjoy creating structure within policy and practices to help the whole engine idle in peak performance. It gives me satisfaction to offer supportive communication to our clients and reinforce the initiatives of my coworkers in building lasting relationships with the client’s needs and desires being top of mind.

I hold the position of Client Service Associate, which includes supporting a select group of Financial Advisors. When I’m not at the office, I can typically be found hunched over my keyboard – I moonlight as a writer. I also have two active teenage boys to keep life entertaining and the car always full.