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Kimberly Underwood

Kimberly Underwood

Director of Operations – North, Underwriting Account Manager

Kim brings over 30 years of experience as an Administrative Assistant to her role as Director of Operations – North, Underwriting Account Manager. She provides administrative and operational support to Lakeside advisors and clients. Kim specializes in detailed life insurance analysis and insurance and investment design presentations. Her emphasis and skill in effective communication and customer response give her the opportunity to create and maintain close long term client relationships.

Kim enjoys gardening, canning foods, and expanding her culinary skills that she is able to test on her husband Larry. They live in Seville, Ohio and enjoy spending time with their five grandchildren.

Kimberly Underwood provides administrative support services only.