Kimmie Moehring, CFP®

Financial Advisor

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"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."


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.

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.

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.

Kimmie - Mom & KM on Lake
Kimmie - 20200215_145636-1-2-1
Kimmie - Lake Sunset-1
Kimmie - Bike - mom & Dad

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Read Kimmie's Latest Blog Posts

Feb 16, 2023
Oct 20, 2022
Aug 18, 2022