Kimsa Employee Directory

Financial ServicesOregon, United States2-10 Employees

Wealth is more than just money!  It is the impact and influence we have in our family, relationships, community and entrepreneurial endeavors.  It is human, capital and environmental assets we protect and grow throughout our lives.

With a passion to see our clients have clarity for the future and experience the freedom to create their best financial outcomes, the Advisors of Kimsa work to provide uncommon total wealth planning.

Much of the financial advice offered today is singular and most products are sold without full context. We believe in coordinating the insurances, investments, trusted advisors and transition of wealth (Exit & Legacy) into a whole plan that drives better individual and overall decisions. We are passionate about quality solutions and thoughtful, caring expert integrations at the right moments.

As Trusted Advisors and Advocates to the affluent personal and business clients we thoughtfully serve, we will guide the conversation step-by-step through a defined process to determine priorities, risks and opportunities, to protect and grow their whole wealth story.

Committed to working with our clients for multiple generations, there are three important character traits we've identified in our relationships that make us a good fit:

- Amiability and Trust - We want to be efficient and effective for our clients, we will work quickly towards confidence.
- Economic Mindset - Expect to be challenged and educated in financial philosophy and behavior. 
- Decisiveness - In an effort to help move our clients to action, we will ask for decisions to be made--grounded in 
trust, wisdom and an appropriate amount of information.

We welcome the opportunity to engage with you!




Securities and investment advisory services offered through Woodbury Financial Services, Inc., member FINRA and SIPC, and Registered Investment Advisors. Kimsa is not affiliated with Woodbury Financial or registered as a broker-dealer or investment advisor.

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