"I hope to look back on my career and see that I've made a positive impact on the lives of our clients. I look forward to knowing that I've brought joy or peace into their financial future."
With a background in education, coaching, and client service, Kimmie Moehring has always had the desire to be part of a team focused on helping people to reach their goals. After working on the client service side and studying personal financial management, it was clear that the financial planning industry fit well with her skills, passions, and knowledge.
Kimmie believes in the importance of collaboration and communications. As a financial advisor, she loves being part of team that works strategically with clients to help make the best financial decisions for their values and lifestyle alongside opportunities to plan for retirement, tax strategies and estate planning.
As a native of Minnesota, Kimmie has a love of the outdoors, and she has learned to enjoy each season especially any day that she gets to spend on or near the beautiful lakes. Kimmie loves to spend her free time playing volleyball, tennis, and pickleball and spending quality time with friends and her family brings her great joy.
Kimmie is involved in athletics at her alma matter, Minnetonka High School and is an active member of her church where she participates in Bible studies and mentoring.
Financial Planning Association (FPA)
Minnesota Chapter of the Financial Planning Association
National Association of Personal Financial Advisors (NAPFA)
Certified Financial Planner™ professional
Kimmie worked as a Client Service Specialist for Birchwood for nearly seven years. After completing her CFP® Certification, she gained experience as a Wealth Management Advisor at a local firm before returning to Birchwood in early 2021 as a Financial Advisor.
Bethel University, B.S. in Elementary Education - Communication Arts and Literature