Kim Davies
Business Operations Lead
Kim became a part of JGP Wealth Management in 2022, leveraging four years of prior experience in the public accounting sphere. Her passion for intricate financial details serves as a cornerstone in providing our team with reliable and robust business-side planning tools. Kim’s primary focus lies in nurturing our exceptional team members, offering them assurance and support in all matters pertaining to Human Resources and finance.
With a rich 35-year career in finance, Kim’s journey commenced in the local film industry before venturing into extensive work in manufacturing finance. Her tenure at a prominent accounting firm in Portland added depth to her expertise. Yearning to engage with a single client once again, Kim embraced the opportunity to join JGP.
Portland, Oregon, holds a special place in Kim’s heart as her hometown. A dedicated mom to an adult son, she cherishes moments they spend together. Kim’s interests include traveling, hiking, music, and indulging in audiobooks. Her greatest joy stems from quality time shared with her incredible family and cherished friends.
Meet the team
Our team brings together experience and perspective to help you make confident financial decisions.