Multiply what you've already built.
You’re making 6+ figures, saving, and investing but is your money working as hard as you are?
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Could it be growing faster?
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Are you paying unnecessary taxes?
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How do you protect and grow what you’ve built?
That’s where I come in: strategic, transparent, tax-smart planning designed to take you further.
What I Help Clients With
I’m Kimmi
Your Personal Wealth Strategist
I partner with high-achieving professionals and families to grow wealth with clarity, protect what matters most, and move forward with smart, confident decisions without the overwhelm.
​My process is simple: educate first, design a strategy second, and tailor every step to your unique goals. No cookie-cutter advice. No product-pushing. Just the right plan, done right the first time.
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Because your money should give you freedom, not stress.
Sharida T.
"After going through a divorce and starting a new career, I found myself with no retirement savings. Kimmi helped me develop a personalized retirement strategy that made me feel confident about my future and ensured the best possible outcome for my situation."
Joe A. RLTW
"We all live a life. Mine is a choice no different than any others. I’m a combat Army Ranger that chose a profession that aligns with my character. It’s a passion and I take pride in it. It was suggested that it was too much of a risk to insure me and give me a better future. With Kimmi’s help we secured both. She works for you and I’m glad to be on her team. "
Cody P.
"Kimmi helped me set up savings plans for my children’s futures. By contributing just a small amount each month, I know I’ll be able to assist them with buying their first cars, paying for college, and maybe even helping with a down payment on their first home. I highly recommend her. "
