Once upon a time, there was an over-achieving intern at a document management software company in Orange County, California…

I began my career in the software world and have literally grown up with it. From document management to workflow to accounting software with a side of scanners, I’ve spent over 20 years serving the SMB and Mid-Market accounting channel. I’ve done it all with various sales, channel management, sales, and business development roles.

I’m honored to share that my work on the software publisher side had opened the opportunity of a lifetime for me, and I’ve officially begun my latest chapter with a firm! I’m officially joining Creative Planning Business Services, a division of Creative Planning LLC, the largest independent wealth management firm in North America. I’m also serving as Board chair for the ITA (Information Technology Alliance) and the UCSB PACE Customer Experience Advisory Board.

My philosophy is work smart, play a little, lift heavy, and sleep later. I’m passionate about delivering excellent customer experiences, building lasting relationships, and having a great time doing it (usually while wearing 5″ stilettos). When I’m not 20,000 feet in the air on my way to visit clients or partners, I can be found seeking out SoCal’s warm sun, great coffee, and getting every penny out of my gym membership.

Connect with me on LinkedIn: www.linkedin.com/in/kimaustin77

Follow me on X: @RealCreativeKim and Instagram: @RealCreativeKim

Follow Creative Planning on X: @CreativePlanning_LLC & Instagram: @CreativePlanning_LLC